Portfolio Counselor

PortfolioCounselor

Overview

Our client is seeking a passionate financial professionalwith a background in Investments to join their team in their Portland, OR; Dallas,TX; or Tampa, FL office. We are searching for a self-starter with provensuccess in a financial sales role to communicate effectively and connect withclients to deliver elite service and exceed expectations. The ideal candidatewill have the drive to succeed in a fast-paced environment and is willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned clients on our client’sinvestment philosophy to provide a fundamental understanding of the firm’sinvestment strategy and ensure client retention.

Duties and Responsibilities

• Act as the short-term point of contact for our client’s highnet worth clientele
  
• Create an honest authentic relationship with each client toearn your compensation on high rates of conversion
  
• Welcome and onboard new high-net-worth clients, ensure thattheir accounts are funded, and help align the client’s goals and objectiveswith the firm’s portfolio and investment strategy
  
• Deliver high touch white glove service alongside a teambacked by the Investment Policy Committee (IPC) to exceed expectations andprovide unparalleled service, while receiving ongoing sales coaching
  
• Build an honest, transparent, and authentic relationshipwith the high-net-worth clients, relating with them to focus on high rates ofclient conversion
  
• Articulate the firm’s financial philosophy to the high-net-worthclients to build rapport and establish a lasting and trusting relationship
  
• Assist in bringing in new assets through client referrals
  

• Bachelor’s Degree in Finance or relevant field
  
• A minimum of 3 years of industry experience in assetmanagement, financial services, and client relationship management, with arange of 3 to 8 years of experience
  
• Series 65, Series 66, or equivalent license is required
  
• Knowledge of the following:
  
• Solid financial sales experience
  
• Investment products strategy establishment
  
• Strong capital market knowledge to educate and informclients
  
• Manage complexity in a high volume environment
  
• Excellent communication skills with high net worth clients
  

• $65,000-$125,000 base salary per year in the state of WA—newhires should expect to start at the lower end of the range, depending onexperience
  
• Eligible for discretionary bonus based on firm andindividual performance
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER