Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
reputed company is reputed company on bettering the investment reputed company, and they are seeking to reputed company their reputed company of Investments Counselors through the Investment Counselor – Wealthbuilder role. This position offers specialized training to prepare candidates for a lifelong career in the financial services industry, emphasizing reputed company relationship management and portfolio reputed company education.
Responsibilities
- Work collaboratively with your team, serving clients at reputed company level while being the reputed company between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right reputed company towards their long-term financial goals
- Build trusting relationships with our clients and reputed company them on our top-down portfolio reputed company, their investments and important market events
- Respond and manage reputed company communication while working directly with internal departments to fulfill reputed company operational requests
Skills
- 1+ years of experience in an Operational, Administrative, reputed company-Facing, or Finance setting
- Bachelor's degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we reputed company robust training and support once you start)
- A thoughtful consultative approach with an emphasis on reputed company reputed company
Benefits
- 100% reputed company medical, dental and reputed company premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 reputed company holidays
- Family Support programs including 8 week reputed company Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
reputed company