Portfolio Counselor

CNI Consulting • Dallas, TX

7d • Onsite

About The Position

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.

Requirements

• Bachelor’s Degree in Finance or relevant field
• A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience
• Series 65, Series 66, or equivalent license is required
• Solid financial sales experience
• Investment products strategy establishment
• Strong capital market knowledge to educate and inform clients
• Manage complexity in a high volume environment
• Excellent communication skills with high net worth clients

Responsibilities

• Act as the short-term point of contact for our client’s high net worth clientele
• Create an honest authentic relationship with each client to earn your compensation on high rates of conversion
• Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy
• Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching
• Build an honest, transparent, and authentic relationship with the high-net-worth clients, relating with them to focus on high rates of client conversion
• Articulate the firm’s financial philosophy to the high-net-worth clients to build rapport and establish a lasting and trusting relationship
• Assist in bringing in new assets through client referrals

Benefits

• $65,000-$125,000 base salary per year in the state of WA—new hires should expect to start at the lower end of the range, depending on experience
• Eligible for discretionary bonus based on firm and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level