Search jobs > Plano, TX > Investment advisor
This role is with a largePortfolio Management firm with over $200 billion in assets undermanagement. Each client would have a separately managed portfoliobased on their risk tolerance and asset allocation preference.
Portfolios are managed on a discretionary basis.
Thisis a relationship manager role where you are given a book of 150200households ($100 million to $150 million in assets) of high networth clients with assets in excess of 500k (per household).
Youare responsible for managing these client relationships andspeaking to clients about theirportfolios / investments.
Asthe central point of contact for your assigned client base youwould educate each of our clients on the firms investmentphilosophy explaining why weve made certain decisions for theirparticular portfolio and helping them understand events in thestock market all to help each of our clients stay on track toachieve their longterm financials goals.
Dueto the pay transparency laws that have gone in effect I amdisclosing the full salary range for the position. This includesthe highest paid employee at the firm $85000$120000 discretionarybonuses.
Howeverrealistically new hires should expect to start on the lower end ofthe compensation range at around $85000$95000 bonuses($).
Benefits : 100% coverage on all health / medical dental and vision care for youand any dependents and 401kmatching.
Licensed Investment Advisor Representative
Key Responsibilities:Primary owner of inbound money movement across target mass market segmentConduct phone-based meetings with select prospects and customers to provide guidance throughout the funding processEducate customers on using tools and strategies for product adoptionRequired Qualifications...
Senior Investment Sales Advisor
Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking an experienced and highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company. Senior Investment Sales Advisor. Investment possibilities: Most brok...
Financial Solutions Advisor-Consumer Investments -Central South Region
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...
Capital Markets Advisor
Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking highly motivated Advisors within the Debt and Equity space to join our dynamic and collaborative new team in our Austin, TX location. At our core, we recognize that investment is a ke...
Financial Solutions Advisor-Consumer Investments -Central South Region
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...
Investment Counselor (Financial Advisor Alternative)
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Investment Advisor
Youare responsible for managing these client relationships andspeaking to clients about theirportfolios/investments. ...
UK Investment Counsellor (Financial Advisor Alternative)
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor!. As a F...
Senior Associate, Investment Analytics and Data (DevOps)
The team also leads the development of the firm’s investment approach, the application of that approach through portfolio management and trading, and the implementation of technology solutions that make the investment process more efficient. The team produces high-quality, thought-leadership researc...
Security Project Manager - WFH
Gainwell is seeking a Security Project Manager who can provide technical leadership and be accountable for all security-related compliance and delivery for the customers assigned. Reviews project task related security process, track, take notes and update status for continuous review and improvement...