The Specialist will 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. In this role you will collaborate with Investment Counselors to support the firm’s financial planning offerings. Your responsibilities will include gathering essential client data, using financial planning software, preparing client-ready presentations and working with external professionals.
- Certified Financial Planner (CFP ®) Candidate
- Minimum 5 years of relevant experience
- Ability to work successfully in an entrepreneurial, small-company environment
Expected base salary for the role will generally be $70,000 – $90,000 per annum at the commencement of employment.
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.