Portfolio Counselor

Are you afinancial advisor burdened with wearing too many hats? Are you looking to moveaway from cold calling? Does a hybrid service and sales environment withoutprospecting appeal to you?

TheOpportunity:

In this role you would beresponsible for managing short term client relationships & closingextremely warm leads of prospective clients who are interested in investingwith this firm and would be willing to invest $500,000+. You would be workingclosely with the Portfolio Management team and Financial Planning team whowould create an investment proposal and a financial plan, that you would helppresent to the client. The goal of this position is to convert these warm leadsinto actual clients of the firm.

Due to thepay transparency laws that have gone in effect, I am including the full salaryrange for this position: $65,000-$120,000 + commission.

However, realistically fornew hires, compensation schedule is as follows:

For the first 6 monthssalary starts at $85,000-$90,000. After 6 months the salary drops to $65,000,however the commissions really pick up. Average total in your first year isaround $130,000. Average total compensation in year 2 and beyond is within the$150,000-$280,000, with top producers earning $300,000+. 

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Benefits

• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee

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TheDay-to-Day:

• Educate clients on what it means to work with our firm
• Articulate our investment philosophy to clients
• Align our portfolio strategy with clients’ goals
• Oversee the transfer of clients’ assets
• Monitor the implementation of clients’ investment portfolios
• Collaborate with several teams to provide unparalleled service
• Introduce clients to their long-term relationship manager