Portfolio Counselor

Zohorecruit; Portland (OR); On-site; USD 65,000 - 125,000; Full time

Job summary

Zohorecruit in Portland, OR is hiring a high-touch financial services professional to serve our high-net-worth clientele. You will onboard clients, align their goals with the firm’s investment strategy, and deliver white-glove service that supports asset growth.

The role requires a Bachelor's in Finance, 3–8 years in asset management or client relations, and Series 65/66 licenses. You will drive client conversions, educate on investment products, and work with IPC to optimize outcomes.

Qualifications

• Bachelor’s Degree in Finance or relevant field.
• A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience.
• Series 65, Series 66, or equivalent license is required
• Knowledge of investment product strategy establishment
• Strong capital market knowledge to educate and inform clients
• Manage complexity in a high volume environment
• Excellent communication skills with high net worth clients

Responsibilities

• Act as the short-term point of contact for our client’s high-net-worth clientele
• Create an honest authentic relationship with each client to earn your compensation on high rates of conversion
• Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy
• Deliver high touch white glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching
• Build an honest, transparent, and authentic relationship with the high-net-worth clients, relating with them to focus on high rates of client conversion
• Articulate the firm’s financial philosophy to the high-net-worth clients to build rapport and establish a lasting and trusting relationship
• Assist in bringing in new assets through client referrals

Skills

Relationship management

Communication

Financial markets knowledge

Education

Bachelor's degree in Finance

Job description

Duties and Responsibilities

• Act as the short-term point of contact for our client’s highnet worth clientele
• Create an honest authentic relationship with each client toearn your compensation on high rates of conversion
• Welcome and onboard new high-net-worth clients, ensure thattheir accounts are funded, and help align the client’s goals and objectiveswith the firm’s portfolio and investment strategy
• Deliver high touch white glove service alongside a teambacked by the Investment Policy Committee (IPC) to exceed expectations andprovide unparalleled service, while receiving ongoing sales coaching
• Build an honest, transparent, and authentic relationshipwith the high-net-worth clients, relating with them to focus on high rates ofclient conversion
• Articulate the firm’s financial philosophy to the high-net-worthclients to build rapport and establish a lasting and trusting relationship
• Assist in bringing in new assets through client referrals

Requirements

• Bachelor’s Degree in Finance or relevant field
• A minimum of 3 years of industry experience in assetmanagement, financial services, and client relationship management, with arange of 3 to 8 years of experience
• Series 65, Series 66, or equivalent license is required
• Knowledge of the following:
• Investment products strategy establishment
• Strong capital market knowledge to educate and informclients
• Manage complexity in a high volume environment
• Excellent communication skills with high net worth clients
• $65,000-$125,000 base salary per year in the state of WA—newhires should expect to start at the lower end of the range, depending onexperience
• Eligible for discretionary bonus based on firm andindividual performance

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER