Private Client Investment Counselor - Fee-Only, HNW Focus

myGwork - LGBTQ+ Business Community; Tampa (FL); On-site; USD 65,000 - 115,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO and 10 paid holidays

Family Support programs

Job summary

A financial services firm is seeking an Investment Counselor to provide exceptional service to high-net-worth clients in Tampa, Florida. You will benefit from a strong internal support team and a unique training program to enhance your finance skills. Ideal candidates should have over 2 years of experience in client relationship building within the finance industry and a Bachelor's degree. Competitive benefits include 100% paid medical premiums and a generous PTO policy.

Qualifications

• 2+ years of experience in the finance industry focused on building client relationships.
• Series 65 certification (will assist in obtaining).
• Ability to educate clients about investment strategy.

Responsibilities

• Build trusting relationships with clients and educate them on portfolio strategies.
• Proactively connect with clients quarterly to review asset allocation.
• Work with the sales team to gradually build a roster of high‑net‑worth clients.

Skills

Client relationship building

Consultative approach

Finance industry knowledge

Education

Bachelor's degree or equivalent work experience

Job description

A financial services firm is seeking an Investment Counselor to provide exceptional service to high-net-worth clients in Tampa, Florida. You will benefit from a strong internal support team and a unique training program to enhance your finance skills. Ideal candidates should have over 2 years of experience in client relationship building within the finance industry and a Bachelor's degree. Competitive benefits include 100% paid medical premiums and a generous PTO policy.