Canadian Investment Counselor - TX

Zohorecruit; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) match

PTO

Parental leave

Job summary

Our client, a leading financial services firm, is seeking an Investment Counselor to educate high-net-worth clients on a top-down investment philosophy, explain portfolio decisions, and translate market events into actionable insights.

You will work with internal research teams and mentors to provide unparalleled service, develop lasting client relationships, and empower clients to stay on track with their long-term financial goals and aspirations.

Qualifications

• CFA (any level) is required.
• Strong understanding of the investment industry.
• Desire to develop longstanding client relationships rather than selling products or trading accounts.
• Client-focused mindset with eagerness to pursue new opportunities and challenges.

Responsibilities

• Educate high-net-worth clients on our top-down investment philosophy.
• Explain portfolio decisions and market events to clients.
• Help clients stay on track with their long-term financial goals.

Skills

CFA (any level)

Investment industry knowledge

Client-focused

Relationship development

Opportunity exploration

Job description

Opportunity

As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals.

Day-to-Day

When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including:

• An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage
• Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your "many hats" and become an expert in client relationship management and education
• Ongoing career development, empowering you to discover your own career path
• Opportunities for advancement driven by performance and attitude
• Competitive compensation that aligns your interest with the client’s, instead of working against each other

Qualifications

• CFA (any level)
• A thorough understanding of the investment industry
• A desire to develop longstanding relationships as opposed to selling products or trading accounts
• A tremendous desire to explore new opportunities and challenges
• Client-focused

Why Our Client

From unmatched service to innovative perspectives on investing, it’s the people that make our client’s purpose possible. After all, it’s their people that enable them to offer the level of service that we do. And they invest in them accordingly, offering exceptional benefits like:

• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 9 paid holidays
• 8 week paid Primary Caregiver Parental Leave
• And much, much more

They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.