Client Relationship Specialist
4 days ago
About the Position
">We are seeking an experienced Investment Counselor to join our Private Client Group at NR Consulting. As an Investment Counselor, you will be the voice of our clients in the United States, working closely with internal portfolio decision-makers, research teams, client service associates, and sales professionals to provide exceptional investment services.
">Key Responsibilities
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- Partner with clients to understand their investment goals and develop customized portfolios that align with their needs.">
- Collaborate with internal teams to ensure seamless delivery of investment services.">
- Stay up-to-date on market trends and industry developments to provide informed investment advice and guidance.">
Requirements
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- 3+ years of experience in instilling trust and building client relationships within the finance industry.">
- Series 65 certification (training provided upon hiring).">
- Bachelor's degree or equivalent work experience.">
Benefits
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- 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 child care.">
Estimated Salary
">The estimated salary for this role is $85,000 - $110,000 per year, based on industry standards and comparable positions in the US.
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