Investment Counselor for New Client Conversion

Job DescriptionLocation: Camas, WA Duration: Direct HireJob Description:Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join our Company, a privately held multi-billion dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about financial planning and educating clients on portfolio strategies, we want to hear from you.The Opportunity:The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to the Company’s AUM growth. Receive ongoing sales coaching in an energetic environment. Benefit from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). Positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility by building transparent relationships with clients. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day:Portfolio Counselors responsibilities include:Educate clients on what it means to work with our CompanyArticulate our investment philosophy to clientsAlign our portfolio strategy with client’s goalsOversee the transfer of client’s assetsMonitor the implementation of client’s Company’s portfoliosCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentPrevious Investment industry experienceDrive results and provide unparalleled serviceAbility to think critically and manage complexity with a consultative communication styleWhy our Company:At our Company, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Company’s purpose possible. And we invest in them by offering exceptional benefits like:100% coverage of premiums for health, vision and dental insuranceA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment – we’re Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at our Company is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.California employees accrue up to 17 days of PTO and 3 days of sick time per year. OUR COMPANY IS AN EQUAL OPPORTUNITY EMPLOYER