Seeking an Investment Counselor to work within a collaborative team of experienced investment professionals and client service specialists to deliver wealth management services to firm’s clients. As Investment Counselors, we are committed to a fiduciary standard of care in providing objective, professional investment advice and portfolio management to our clients. The Investment Counselor establishes trusted relationships with each client, providing holistic advice to preserve and grow wealth in support of each client’s financial and personal goals. This position is financial planning-focused and is responsible for generating new client relationships as well as supporting existing firm clients. While Portfolio Strategy is a key responsibility for this position, day-to-day portfolio management is not.
- Planning background with Certified Financial Planner (CFP ®) designation required
- 7 – 10 years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage financial plans and client relationships
- Proven track record of working with high- and ultra-high-net-worth individuals and families
- Ability to work successfully in an entrepreneurial, small-company environment
Expected base salary for the role will generally be $150,000 – 200,000 per annum at the commencement of employment.
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.