Job Title: Portfolio Manager / Investment Advisor
The Opportunity: We are looking for an experienced and driven Investment Counselor. In this role, you will receive extensive support through a unique training and mentorship program, enhancing your expertise in finance and capital markets. You will collaborate with portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional financial education and service to high-net-worth clients. Our fee-only fiduciary compensation structure ensures that your incentives are aligned with the best interests of your clients.
The Day-to-Day:
Help clients understand our top-down portfolio strategy, guiding them through specific investments and key market events.
Work closely with the sales team to gradually build your own roster of high-net-worth clients in your first year.
Serve as the heart of the Private Client Group, cultivating strong relationships and educating clients about their investments and financial goals.
Your Qualifications:
3+ years of experience in asset management, financial, and client services (1+ year considered).
Required to pass the Series 65 exam or equivalent.
Previous investment industry experience.
Proven track record in achieving results and providing exceptional service.
Strong critical thinking skills and a consultative communication style for managing complexity.
