Financial Advisor

BrokerHunter; Camas (WA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Full benefits package

Industry-leading training

Strong work-life balance

Job summary

BrokerHunter in the United States seeks an Investment Counselor to serve an established roster of high-net-worth clients. As the primary relationship manager, you will partner with portfolio managers, research teams, and client service colleagues to deliver exceptional service.

The role includes training in capital markets and the firm’s investment philosophy, a consultative client-first culture, and clear opportunities for long-term career growth and work-life balance.

Qualifications

• 2+ years of client-facing experience in financial services.
• Consultative, client-first mindset with strong communication skills.
• Series 65/66 required for the role.

Responsibilities

• Manage and deepen relationships with high-net-worth clients.
• Educate clients on portfolio strategy, investments, and market activity.
• Conduct proactive quarterly client reviews focused on long-term goals.
• Grow your client roster with support from an internal sales organization.

Skills

Client-facing experience

Communication skills

Relationship management

Job description

No Prospecting. No Cold Calls. Book of Business Provided.

Stop chasing leads and start focusing on what matters—your clients.

Our client is hiring Investment Counselors to support an established roster of high-net-worth clients. Since 1995, the firm has built a client-first, fee-only investment model with a clear separation between sales and client service—so you can do the work you were trained to do, without the pressure to sell.

The Role

As an Investment Counselor, you’ll be the primary relationship manager for U.S.-based private clients, partnering with internal portfolio managers, research teams, client service associates, and a dedicated sales organization to deliver an exceptional client experience.

You’ll receive extensive training in capital markets and the firm’s proprietary investment philosophy, plus ongoing mentorship from leaders who’ve been in the role themselves.

What You’ll Do

• Manage and deepen relationships with high-net-worth clients
• Educate clients on portfolio strategy, investments, and market activity
• Conduct proactive quarterly client reviews focused on long-term goals
• Grow your client roster over time—with support from an internal sales team

What We’re Looking For

• 2+ years of client-facing experience in financial services
• Consultative, client-first mindset with strong communication skills

Locations

• Competitive base salary + bonus
• Full benefits package
• Industry-leading training and long-term career growth
• Strong culture with real work-life balance

Open Roles

• Investment Counselor (Series 65/66 required)