Investment Advisory Counselor

Investment Advisory Counselor

Join our dynamic financial services team as an Investment Advisory Counselor. In this pivotal role, you will integrate your expertise in financial markets with superior client interaction to aid individuals in navigating their long-term financial journeys. Emphasis is placed on building robust, educational relationships with clients, ensuring they are well-informed and comfortable with their investment strategies and market activities. Your proactive engagement will help clients stay on top of market trends and align their portfolios with their financial goals.

Salary: $105,000.00 - $130,000.00 per year

Essential Duties and Responsibilities:

• Establish and maintain strong client relationships while providing personalized investment counseling.
• Educate clients extensively on portfolio strategies, investment choices, and the implications of significant market events.
• Regularly review client accounts and asset allocations to offer strategic advice that aligns with their long-term financial objectives.
• Conduct proactive outreach, ensuring quarterly communication with all clients to review and adjust financial plans and portfolios.
• Collaborate with internal teams including portfolio managers, research analysts, client service associates, and sales professionals to enhance service delivery.

Minimum Position Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in financial advising or wealth management.
• Strong understanding of investment portfolio, asset management, and financial planning strategies.
• Excellent communication, interpersonal, and client service skills.
• Capability to effectively analyze financial markets and make data-driven decisions.

Preferred Qualifications:

• Master's degree in Finance or related field.
• Certifications such as CFA, CFP, or equivalent.
• Experience in using CRM software and financial planning tools.
• Strong network in the financial services industry.
• Familiarity with regulatory and compliance requirements in the finance sector.

Skills:

• Robust analytical skills and proficiency in financial industry software.
• Exceptional customer relationship management and problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• High level of integrity and transparency.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development and continuous education opportunities.
• Flexible working arrangements and support for work-life balance.