Remote | Investment Advisory & Portfolio Strategy Consultant — $85–$115/hour

We are sharing a specialised part-time consulting opportunity for professionals experienced in wealth management, asset management, portfolio construction, financial planning, investment strategy, client advisory workflows, and structured financial evaluation. This role supports current and upcoming remote consulting opportunities focused on structured investment advisory review, portfolio strategy assessment, financial planning scenario evaluation, client communication review, fiduciary workflow analysis, and high-quality project execution. Selected professionals will apply their wealth and asset management expertise to review realistic advisory scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based financial advisory workflows.

Key Responsibilities

Professionals in this role may contribute to Portfolio Construction & Investment Strategy Review

• Review scenarios involving portfolio recommendations, asset allocation, rebalancing decisions, investment policy statements, and client investment objectives
• Evaluate investment outputs against risk profile, time horizon, liquidity needs, tax considerations, and documented client constraints
• Support structured review of investment research, portfolio strategy materials, alternative investment analysis, and asset allocation frameworks
• Identify missing assumptions, suitability issues, risk considerations, and expected portfolio review outcomes Financial Planning & Client Advisory Support
• Review financial planning scenarios involving retirement projections, client discovery materials, tax-loss harvesting, estate planning concepts, and advisory recommendations
• Evaluate client-facing communications against planning objectives, source materials, fiduciary considerations, and suitability requirements
• Support structured review of financial plans, advisory notes, client summaries, retirement models, and planning-related documentation
• Prepare clear written explanations for advisory decisions based on source materials and verifiable criteria Wealth Management Data & Fiduciary Workflow Evaluation
• Annotate, label, or validate materials across wealth management and asset management use cases
• Review scenarios involving risk profiling, alternative investment due diligence, fund operations, fiduciary standards, and regulatory considerations
• Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and advisory workflow quality
• Maintain accuracy, consistency, and professional judgment across submitted work Ideal Profile Strong candidates may have
• 3+ years of experience in wealth management, asset management, financial planning, portfolio management, client advisory, private banking, RIA work, family office, fund operations, or related investment roles
• Background in one or more areas such as client advisory, financial planning, portfolio construction, asset allocation, alternative investments, estate planning, fiduciary compliance, or institutional asset management
• Familiarity with advisory workflows involving client discovery, IPS development, portfolio review, retirement projections, tax-aware planning, rebalancing, and investment recommendations
• Comfort reading and preparing financial advisory artifacts such as client summaries, investment policy statements, planning notes, portfolio reviews, due diligence summaries, and advisory communications
• Strong analytical thinking and written communication skills
• Ability to translate advisory and investment workflows into clear, structured task documentation Educational Background
• A degree or professional background in finance, economics, accounting, business administration, investment management, financial planning, or a related field is helpful
• Equivalent practical experience in wealth management, asset management, private banking, RIA advisory, portfolio management, or family office work is also highly relevant Nice to Have
• CFA, CFP, CAIA, Series 65, Series 66, or related financial advisory credentials
• Experience at an RIA, wirehouse, private bank, asset manager, family office, fund platform, or institutional investment organization
• Familiarity with alternative investments, private equity, hedge funds, real assets, estate planning, trust structures, fiduciary standards, or suitability review
• Experience preparing or reviewing investment policy statements, client plans, portfolio reviews, rebalancing notes, tax-loss harvesting analyses, or investment due diligence materials
• Strong attention to detail in client-facing, regulated, and investment-focused financial environments Why This Opportunity
• Apply wealth and asset management expertise to structured remote project work
• Contribute to high-quality portfolio review, financial planning assessment, advisory workflow evaluation, and investment strategy analysis
• Work on flexible assignments aligned with your investment advisory background
• Use

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