Investment Advisor - Counselor
ITech Consulting Partners - Tampa, FL
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u003cdivu003eIn this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the best service possible.u003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eBuild trusting relationships with clients and educate them on portfolio strategy, their investments and important market events.u003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eProactively connect with clients on a quarterly basis to review their asset allocation and ensure they're on the right track towards their long term financial goals.u003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eu0026 u003c/divu003e ', 'location ': 'Tampa, FL ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'no ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'ON222-2738871
Created: 2024-10-03