Portfolio Counselor

Portfolio Counselor

Overview

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland OR; Dallas TX; or Tampa FL office. We are searching for a selfstarter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fastpaced environment and is willing and able to contribute to an elite team working with highnetworth clients within the firm. Most importantly you will educate assigned clients on our client s investment philosophy to provide a fundamental understanding of the firm s investment strategy and ensure client retention.

Duties and Responsibilities

• Act as the shortterm point of contact for our client s high net worth clientele
  
• Create an honest authentic relationship with each client to earn your compensation on high rates of conversion
  
• Welcome and onboard new highnetworth clients ensure that their accounts are funded and help align the client s goals and objectives with the firm s portfolio and investment strategy
  
• Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service while receiving ongoing sales coaching
  
• Build an honest transparent and authentic relationship with the highnetworth clients relating with them to focus on high rates of client conversion
  
• Articulate the firm s financial philosophy to the highnetworth clients to build rapport and establish a lasting and trusting relationship
  
• Assist in bringing in new assets through client referrals
  

Requirements

• Bachelor s Degree in Finance or relevant field
  
• A minimum of 3 years of industry experience in asset management financial services and client relationship management with a range of 3 to 8 years of experience
  
• Series 65 Series 66 or equivalent license is required
  
• Knowledge of the following:
  
• Solid financial sales experience
  
• Investment products strategy establishment
  
• Strong capital market knowledge to educate and inform clients
  
• Manage complexity in a high volume environment
  
• Excellent communication skills with high net worth clients
  

Benefits

• $65000$125000 base salary per year in the state of WA new hires should expect to start at the lower end of the range depending on experience
  
• Eligible for discretionary bonus based on firm and individual performance
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER