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Investment Counselor

4 months ago

Plano, United States NR Consulting Full time
Position Title: Investment Counselor
Work Location: 6500 International Parkway, Plano, TX 75093
Full Time with Benefits
Job Description:
Overview: Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, 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 Customer to 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, the customer offers 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 relationships within the finance industry.
  • Series 65 (we will help you obtain upon starting).
  • Bachelor's degree or equivalent work experience.
  • thoughtful consultative approach with an emphasis on client focus.
Benefits with the Customer:
  • 100% paid medical, dental and vision premiums for you and your qualifying dependents.
  • 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 include 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare.