Portfolio Manager
23 hours ago
We are seeking a skilled Portfolio Counselor to join our team at Staffing In Motion. As a key member of our financial services team, you will be responsible for managing short-term client relationships and converting warm leads into actual clients.
About the RoleIn this role, you will work closely with our Portfolio Management and Financial Planning teams to create investment proposals and financial plans that you will help present to clients. Your goal will be to convert these warm leads into actual clients of our firm.
Compensation and BenefitsWe offer a competitive salary range of $65,000-$120,000, with a commission-based structure. For new hires, the salary starts at $85,000-$90,000 for the first 6 months, and then drops to $65,000 with increased commissions. Average total compensation in the first year is around $130,000, and $150,000-$280,000 in subsequent years, with top producers earning up to $300,000.
We also offer a comprehensive benefits package, including:
- 100% coverage of premiums for health, vision, and dental insurance
- A 50% 401(k) match up to the IRS maximum
- 20 days of PTO plus 9 paid holidays
- 8 weeks paid Primary Caregiver Parental Leave
- Backup Child Care Program available offering up to 10 days annually
- A cumulative learning and development framework customized for every employee
Your day-to-day responsibilities will include:
- Educating clients on what it means to work with our firm
- Articulating our investment philosophy to clients
- Aligning our portfolio strategy with clients' goals
- Overseeing the transfer of clients' assets
- Monitoring the implementation of clients' investment portfolios
- Collaborating with several teams to provide unparalleled service
- Introducing clients to their long-term relationship manager
We are looking for a skilled and experienced professional who can excel in this role and contribute to the growth and success of our firm.
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