Portfolio Counselor

PortfolioCounselor

Overview

Ourclient is seeking a passionate financial professional with abackground in Investments to join their team in their Portland OR;

Dallas TX; or Tampa FL office. We are searching for a selfstarterwith proven success in a financial sales role to communicateeffectively and connect with clients to deliver elite service andexceed expectations.

The ideal candidate will have the drive tosucceed in a fastpaced environment and is willing and able tocontribute to an elite team working with highnetworth clientswithin the firm.

Most importantly you will educate assigned clientson our client s investment philosophy to provide a fundamentalunderstanding of the firm s investment strategy and ensure clientretention.

Duties andResponsibilities

• Actas the shortterm point of contact for our client s high net worthclientele
• Createan honest authentic relationship with each client to earn yourcompensation on high rates ofconversion
• Welcomeand onboard new highnetworth clients ensure that their accounts arefunded and help align the client s goals and objectives with thefirm s portfolio and investmentstrategy
• Deliverhigh touch white glove service alongside a team backed by theInvestment Policy Committee (IPC) to exceed expectations andprovide unparalleled service while receiving ongoing salescoaching
• Buildan honest transparent and authentic relationship with thehighnetworth clients relating with them to focus on high rates ofclientconversion
• Articulatethe firm s financial philosophy to the highnetworth clients tobuild rapport and establish a lasting and trustingrelationship
• Assistin bringing in new assets through clientreferrals

Requirements

• Bachelors Degree in Finance or relevantfield
• Aminimum of 3 years of industry experience in asset managementfinancial services and client relationship management with a rangeof 3 to 8 years ofexperience
• Series65 Series 66 or equivalent license isrequired
• Knowledgeof thefollowing :
• Solidfinancial salesexperience
• Investmentproducts strategyestablishment
• Strongcapital market knowledge to educate and informclients
• Managecomplexity in a high volumeenvironment
• Excellentcommunication skills with high net worthclients

Benefits

• $65000$125000base salary per year in the state of WA new hires should expect tostart at the lower end of the range depending onexperience
• Eligiblefor discretionary bonus based on firm and individualperformance

OURCLIENT IS AN EQUAL OPPORTUNITYEMPLOYER

5 to 7 yearsor more of selling to stock market investors within the financialindustry Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, ORqualifying financial professional designations or equivalentsExtensive experience with bringing in new investor business,high-volume phone activity, and in-person meetings, working as aninvestment advisor or external wholesaler with a strong trackrecord of success in sales and bringing in new investment assetsRecord of six-figure earnings in each of the past 3 years (pay forproduction compensation model)