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Wealth Management Advisor

2 months ago

Plano, Texas, United States NR Consulting Full time
Position Title: Investment Counselor
Work Location: Remote
Full Time with Benefits
Job Overview:
Introduction: Join NR Consulting as an Investment Counselor, where you will manage a dedicated portfolio of affluent clients. Our firm has been committed to a client-centric approach since its inception, focusing on delivering exceptional service without the typical pressures of sales. This is your chance to leverage your financial expertise to enhance the investment landscape.

Role Summary: As an Investment Counselor, you will serve as the primary liaison for our clients across the nation. Collaborating with our internal investment strategists, research teams, and client service professionals, you will ensure that our clients receive unparalleled support. Our fee-only fiduciary model guarantees that your compensation aligns with the best interests of our clients, free from commission-based incentives. Through our comprehensive training program, you will gain a deep understanding of our unique investment philosophy. You will report to a seasoned group manager who will guide you in developing client relationships and advancing your career.

Daily Responsibilities:
  • Act as a key member of our Private Client Group, fostering strong relationships with clients while educating them on our investment strategies and significant market developments.
  • Engage proactively with clients on a quarterly basis to assess their asset allocation and ensure alignment with their long-term financial objectives.
  • Collaborate with our sales team to gradually expand your roster of high-net-worth clients within your first year.
Required Qualifications:
  • Minimum of 3 years of experience in building trust and managing client relationships within the financial sector.
  • Series 65 (assistance will be provided upon commencement).
  • Bachelor's degree or equivalent professional experience.
  • A consultative approach with a strong emphasis on client satisfaction.
Benefits at NR Consulting:
  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • 50% matching on 401(k) contributions, up to the IRS limit.
  • Generous paid time off policy, including 20 days of PTO and 10 paid holidays.
  • Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare services.