Private Client Investment Counselor

Join our firm as a Private Client Investment Counselor and work with a roster of high-net-worth clients to provide specialized investment counseling services. We value client service and focus on being a fee-only fiduciary firm, ensuring our compensation structure aligns with our clients' best interests without relying on commissions. In addition to a competitive base salary, we offer a discretionary bonus based on firm and individual performance, along with exceptional benefits such as 100% paid medical, dental, and vision premiums for employees and their dependents. If you have finance experience and a consultative approach with a focus on client trust and relationship-building, we encourage you to apply. Key Responsibilities: Build trusting relationships with high-net-worth clients and provide education on our portfolio strategy and market events Proactively connect with clients to review their asset allocation and progress toward their financial goals Collaborate with internal teams to ensure the best service for clients Qualifications: 2+ years of client relationship building experience in finance Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience If you are ready to contribute to our purpose of bettering the investment universe and value an inclusive culture with exceptional benefits, we look forward to reviewing your application.

Created: 2024-11-05