ZipRecruiter

Log In

1

Portfolio Consultant Jobs (NOW HIRING)

Fairygodboss

Senior Portfolio Consultant

Miami, FL · On-site

$80 - $100/hr

ADP is hiring a Senior Portfolio Consultant * Do you enjoy taking on challenges, energizing a team, and exceeding goals by driving projects to solve for problems across people, process and technology?

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Analyst JobsPortfolio Consultant Jobs

Portfolio Consultant information

See salary details

$11

$39

$85

How much do portfolio consultant jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for portfolio consultant in the United States is $39.40, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $56.97 per hour, depending on experience, location, and employer.

What is a portfolio consultant?

A Portfolio Consultant is a financial professional who provides advice and guidance to individuals or organizations on managing their investment portfolios. They analyze clients' financial goals, risk tolerance, and market conditions to recommend optimal asset allocations and investment strategies. Portfolio Consultants may also monitor portfolio performance, adjust investments as needed, and help clients achieve long-term financial objectives. Their expertise is valuable for maximizing returns and minimizing risks in various market environments.

How does a portfolio consultant typically collaborate with clients and internal teams to achieve investment goals?

A Portfolio Consultant works closely with clients to understand their financial objectives, risk tolerance, and investment preferences, and then collaborates with internal teams such as research analysts, portfolio managers, and client service representatives to develop tailored investment strategies. Regular communication is key, as the consultant often presents portfolio reviews, performance updates, and recommendations to clients, ensuring their portfolios remain aligned with changing goals and market conditions. This role also involves coordinating with compliance and operational teams to ensure all recommendations meet regulatory standards. Strong interpersonal and project management skills are crucial for balancing client needs with organizational resources.

What are the key skills and qualifications needed to thrive as a portfolio consultant, and why are they important?

To thrive as a Portfolio Consultant, you need strong analytical abilities, investment knowledge, and a background in finance or economics, often supported by a relevant degree or certifications like CFA. Familiarity with portfolio management software, financial modeling tools, and risk assessment systems is typically required. Excellent communication, client relationship management, and problem-solving skills help you stand out in this role. These skills and qualifications are crucial for delivering tailored investment strategies and building trust with clients in a competitive financial environment.

What is the difference between Portfolio Consultant vs Financial Advisor?

AspectPortfolio ConsultantFinancial Advisor
CredentialsCertifications like CFA, CFP often preferredCFP, ChFC, or CFP-related certifications common
Work EnvironmentTypically works with investment portfolios, often in financial firmsProvides comprehensive financial planning, often in advisory firms or banks
Employer & IndustryFinancial services, investment firmsBanking, wealth management, independent advisory firms

While both roles involve financial expertise, a Portfolio Consultant primarily focuses on managing investment portfolios and optimizing asset allocations. A Financial Advisor offers broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the Portfolio Consultant is more specialized in investment strategies.

How much does a portfolio consultant make?

A portfolio consultant's salary typically ranges from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Senior consultants or those with specialized skills may earn higher compensation, often supplemented with bonuses or performance incentives.

Is portfolio management a stressful job?

Portfolio management can be stressful due to the responsibility of making investment decisions, managing client expectations, and responding to market fluctuations. It often requires strong analytical skills, attention to detail, and the ability to work under pressure, especially during volatile market conditions.
More about Portfolio Consultant jobs

Who are the top companies hiring for Portfolio Consultant jobs?

The top employers for Portfolio Consultant jobs are:

What are popular job titles related to Portfolio Consultant jobs?

For Portfolio Consultant jobs, the most frequently searched job titles are:

Portfolio Consultant jobs near you
Infographic showing various Portfolio Consultant job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $81,959 per year, or $39.4 per hour.

Manager, Senior Portfolio Consultant

Remote

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

Full-time

Posted 27 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization.

Essential Job Functions for the Manager, Senior Portfolio Consultant II will include:

Team Management & Leadership

  • Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
  • Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators.
  • Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
  • Develop and implement project management methodologies and best practices to build on the team's skills and abilities.

Concierge Level Service & Communication

  • Communicate investment philosophy and available investment strategies clearly and effectively.
  • Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants.
  • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
  • Lead presentations on various investment topics to Wealth Advisor teams.

Knowledge of Investment Management

  • Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
  • Expertise in investment vehicles, models and platform, including public and private markets.

Manage Efficient Process & Workflows

  • Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency.
  • Implement department or firm-level process improvements to increase efficiency and enhance client experience.
  • Handle trade corrections and implement processes to reduce trade errors.

Required Knowledge, Skills & Abilities:

  • Bachelor's degree required, CFP, CFA or advanced degree a plus
  • Series 65 required
  • Minimum 4-10 years preferred of related experience in financial services
  • Experience leading and managing a team of direct reports
  • Working knowledge of Orion and Morningstar preferred
  • Advanced knowledge of MS Excel required, including advanced data analytics
  • Strong problem-solving experience and skills
  • Strong communication skills, both written and verbal and highly collaborative approach
  • Organized and detail oriented
  • Ability to manage and prioritize multiple tasks
  • Excellent communication, analytical and organizational skills

Work Schedule: Daytime and evening hours as needed

Travel: Estimate 5% - 10% travel

Working Conditions: Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 9/01/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply