Job Details
No Prospecting, No Cold-Calls, Book of Business Is Provided
Stop prospecting! Come join our clients firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of the company to clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing the compensation structure aligns with the clients' best interests without relying on commissions. Through their unique training program, our client offers an elevated finance and capital markets education to understand the firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on internal sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus
Full-time Investment Counselor positions in Camas WA, Tampa, FL and Plano, TX
They are actively hiring Series 66 or 65 licensed candidates for the following roles:
Investment Counselor
Portfolio Counselor
VP of Inside Sales
Our client offers a competitive base salary plus bonus along with a full benefits package. This is an excellent opportunity with room for long term career growth, great culture, exceptional training, etc.
If you meet these requirements and would like to be considered for these opportunities please Apply today!