Overview
A leading international investment manager is looking to hire an Investment Counselor to join its Florida office.
As an Investment Counselor, you are the voice of the company to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you’ll appreciate knowing our compensation structure aligns with our clients’ best interests without relying on commissions. Through our unique training program, the firm offers an elevated finance and capital markets education to understand our firm’s unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
Key Responsibilities
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure everything is on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Skills, Knowledge & Experience
- 2+ years of instilling trust and building client relationship within the finance industry
- Series 65 (the firm will help you obtain upon starting)
- Bachelor’s degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
Additional Information & Benefits
- 100% paid medical, dental and vision 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
