Portfolio Counselor

Are you a
financial advisor burdened with wearing too many hats? Are you looking to move
away from cold calling? Does a hybrid service and sales environment without
prospecting appeal to you?

The
Opportunity:

In this role you would be
responsible for managing short term client relationships & closing
extremely warm leads of prospective clients who are interested in investing
with this firm and would be willing to invest $500,000+. You would be working
closely with the Portfolio Management team and Financial Planning team who
would create an investment proposal and a financial plan, that you would help
present to the client. The goal of this position is to convert these warm leads
into actual clients of the firm.

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

However, realistically for
new hires, compensation schedule is as follows:

For the first 6 months
salary 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 is
around $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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The
Day-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