Investment counsellor
Title:
Investment counsellor Location:
Plano TX/ Camas, WA/ Tampa, FL Type:
Fulltime Overview:
As an Investment Counsellor, you are the voice of our 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 our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, we offer an elevated finance and capital markets education to understand our 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 our sales team to gradually build your roster of high-net-worth clients within the first year.
Your
Qualifications:
3
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 Why US:
We work for a bigger purpose:
bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the US purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents.
A 50% 401(k) match, up to the IRS maximum 20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare Investment, Finance 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 our sales team to gradually build your roster of high-net-worth clients within the first year.
Recommended Skills Finance Investment Apply to this job.
Think you're the perfect candidate? Apply Now Estimated Salary: $20 to $28 per hour based on qualifications.
Investment counsellor Location:
Plano TX/ Camas, WA/ Tampa, FL Type:
Fulltime Overview:
As an Investment Counsellor, you are the voice of our 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 our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, we offer an elevated finance and capital markets education to understand our 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 our sales team to gradually build your roster of high-net-worth clients within the first year.
Your
Qualifications:
3
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 Why US:
We work for a bigger purpose:
bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the US purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents.
A 50% 401(k) match, up to the IRS maximum 20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare Investment, Finance 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 our sales team to gradually build your roster of high-net-worth clients within the first year.
Recommended Skills Finance Investment Apply to this job.
Think you're the perfect candidate? Apply Now Estimated Salary: $20 to $28 per hour based on qualifications.
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