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?<\/span>
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The Opportunity:<\/span>
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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. <\/span>
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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.<\/span><\/i>
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However, realistically for new hires, compensation schedule is as follows:<\/span>
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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+. <\/span>
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Benefits<\/span>
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• 100% coverage of premiums for health, vision and dental insurance<\/span>
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• A 50% 401(k) match, up to the IRS maximum<\/span>
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• 20 days of PTO*, plus 9 paid holidays<\/span>
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• 8 weeks paid Primary Caregiver Parental Leave<\/span>
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• Back -up Child Care Program available, offering up to 10 days annually<\/span>
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• A cumulative learning and development framework customized for every employee<\/span>
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  The Day -to -Day:<\/span>
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  • Educate clients on what it means to work with our firm<\/span>
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  • Articulate our investment philosophy to clients<\/span>
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  • Align our portfolio strategy with clients’ goals<\/span>
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  • Oversee the transfer of clients’ assets<\/span>
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  • Monitor the implementation of clients’ investment portfolios<\/span>
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  • Collaborate with several teams to provide unparalleled service<\/span>
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  • Introduce clients to their long -term relationship manager<\/span>
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