Investment Counselor - Portland

Investment Counselor

Our client a highly respected feeonly portfolio management and fiduciary firm with over $200 billion in assets under management is looking for qualified financial professionals to join their firm in their Camas WA/Dallas TX/Tampa FL office as an Investment Counselor. As an Investment Counselor you will be provided with a roster of highnetworth clients to provide our client s specialized approach focusing on their private clients and use your financial experience to better the established investment space.

ABOUT THE ROLE

• Become the voice of our client and partner with the firm s internal portfolio decisionmakers auxiliary research teams client service associates and renowned sales team to give their clients the best service possible while making sure the compensation structure aligns with their clients best interests
  
• Obtain an elevated finance and capital markets education to understand our client s unique market approach by reporting to your group manager who will assist you in navigating client relationships and provide personalized career development
  
• Build trusting relationships with highnetworth clientele and educate them on our client s topdown portfolio strategy investments and important market events
  
• Connect proactively with clients on a quarterly basis to review asset allocation and ensure they are on the path towards longterm financial goals
  
• Rely on an established sales team to gradually build your roster of highnetworth clients within the first year; you are given a book of 150 to 200 households with a net worth of $100 million to $150 million in assets under management of highnetworth clients with assets more than $500k per household meant to manage client relationships and discuss portfolios and investments with them
  

Requirements

• 2 or more years of client relationship management within the financial industry
  
• Current Investment Advisor Representative designation OR Series 65 OR a combination of FINRA Series 7 and Series 66 OR qualifying financial professional designations or equivalents the firm will also assist you in obtaining the Series 65 within 60 days of start date
  
• Bachelor s degree in finance or related fields or equivalent work experience
  
• Extensive market knowledge with experience in the client focusedconsultative approach
  

Benefits

• $75000 to $125000 base salary with discretionary bonuses per year new hires should expect to start at the lower end of the compensation range depending on experience which is around $75000 to $85000 base salary with $5000 to $7000 quarterly bonus or a range of $20000$30000 all in by end of year
  
• 100% paid medical dental and vision premiums for you and 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 backup childcare
  
• OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER