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Investment Counselor (Financial Advisor)

Type:Full-time permanent
Comp: Base + Commission
Location: 5 days per week on-site at Camas, WA; Plano, TX; or Tampa, FL.

The Opportunity:
As an Investment Counselor, you will partner with the hiring companys internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible. With their commitment to being a fee-only fiduciary firm, you'll appreciate knowing their compensation structure aligns with their client's best interests without relying on commissions. Through a unique training program, the hiring company offers elevated finance and capital markets education to understand the 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.

The Day-to-Day:

• Be the heart of the Private Client Group, build trusting relationships with clients and educate them on top-down portfolio strategy, their investments and important market events.
• Proactively connect with the hiring companys clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long-term financial goals.
• Rely on the hiring companys sales team to gradually build your roster of high-net-worth clients within the first year.

Your Qualifications:

• 2+ years of instilling trust and building client relationships within the finance industry
• Series 65 (the client will help you obtain upon starting)
• Bachelor's degree or equivalent work experience
• A thoughtful consultative approach with an emphasis on client focus

The hiring company works for a bigger purpose: bettering the investment universe. They take great pride in their inclusive culture, and their learning and development framework customized for every employee. It's the people that make the clients purpose possible, and they invest in their people by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for them and their qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care