Investment Counselor - Client-First, No Prospecting

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

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.