Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
reputed company is focused on bettering the investment reputed company, and they are seeking to reputed company their reputed company of Investments Counselors through the Investment Counselor – Wealthbuilder role. This position offers specialized training to prepare candidates for a lifelong career in the financial services industry, emphasizing client relationship management and portfolio strategy education.
Responsibilities
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and reputed company them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Skills
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor's degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we reputed company robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Benefits
- 100% paid medical, dental and reputed company 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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Company Overview