Strategic Investment Consultant

Company Description Molina Connecteam is a growing organization focused on providing accessible, technology-enabled financial services and guidance to a diverse client base. The company leverages digital platforms to deliver tailored solutions that help individuals and organizations manage their financial futures with confidence. Team members collaborate remotely across regions, using data-driven insights and client-centric approaches to improve service quality and outcomes. Molina Connecteam values transparency, ethical practices, and continuous improvement, offering opportunities for professional growth and cross-functional collaboration.
Role Description The Strategic Investment Consultant is a full-time remote role responsible for advising clients on investment strategies and long-term financial planning. On a day-to-day basis, this role analyzes client portfolios, assesses risk tolerance, and develops customized investment recommendations aligned with financial goals. The consultant will prepare reports, interpret market trends, and present clear, actionable insights to clients through virtual meetings and written communications. This position also involves responding to client inquiries, maintaining strong relationships through attentive customer service, and collaborating with internal teams to refine financial products and services. The role requires consistent documentation of client interactions, adherence to regulatory and compliance standards, and ongoing monitoring of portfolio performance.
Qualifications
Candidates should possess strong skills in Financial Planning and Finance to support comprehensive client advisory work.
Candidates should possess expertise in Investments and Investment Strategies to design and implement effective portfolios.
Candidates should possess solid Customer Service skills to build trust, maintain relationships, and address client needs promptly.
Relevant experience in investment consulting, wealth management, or financial advisory services.
Strong analytical, quantitative, and problem-solving abilities, with proficiency in common financial tools and spreadsheets.
Clear and professional communication skills, including the ability to explain complex financial concepts in accessible terms.
Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA) are a plus.
Ability to work effectively in a remote environment, manage multiple client engagements, and meet deadlines consistently.

Work arrangement
Yes