Portfolio Counselor

CNI Consulting Inc.; Tampa (FL); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

CNI Consulting Inc. seeks a finance professional with a background in investments to join our client in Tampa, FL. The role focuses on educating high-net-worth clients about our investment philosophy and delivering elite service to help grow assets.

The candidate should have 3–8 years of asset management experience, a finance degree, and licenses (Series 65/66). Base salary ranges from $65,000 to $125,000 per year with discretionary bonuses based on performance.

Qualifications

• Bachelor’s Degree in Finance or relevant field.
• 3–8 years of industry experience in asset management, financial services, and client relationships.
• Series 65, Series 66, or equivalent license is required.
• Strong knowledge of investment products and capital markets.

Responsibilities

• Act as the short-term point of contact for high-net-worth clients.
• Build and maintain honest, authentic relationships to drive high conversion rates.
• Onboard new high-net-worth clients and align goals with the firm’s portfolio strategy.
• Deliver high-touch service with guidance from IPC and ongoing sales coaching.
• Assist in bringing in new assets through client referrals.

Skills

Client service

Relationship management

Effective communication

Sales mindset

Education

Bachelor’s degree in Finance

Job description

Our client is seeking a passionate financial professionalwith a background in Investments to join their team in their Portland, OR; Dallas,TX; or Tampa, FL office. We are searching for a self-starter with provensuccess in a financial sales role to communicate effectively and connect withclients to deliver elite service and exceed expectations. The ideal candidatewill have the drive to succeed in a fast-paced environment and is willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned clients on our client’sinvestment philosophy to provide a fundamental understanding of the firm’sinvestment strategy and ensure client retention.

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