Private Wealth Investment Counselor

Zohorecruit; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) match

PTO

Parental leave

Job summary

Our client, a leading financial services firm, is seeking an Investment Counselor to educate high-net-worth clients on a top-down investment philosophy, explain portfolio decisions, and translate market events into actionable insights.

You will work with internal research teams and mentors to provide unparalleled service, develop lasting client relationships, and empower clients to stay on track with their long-term financial goals and aspirations.

Qualifications

• CFA (any level) is required.
• Strong understanding of the investment industry.
• Desire to develop longstanding client relationships rather than selling products or trading accounts.
• Client-focused mindset with eagerness to pursue new opportunities and challenges.

Responsibilities

• Educate high-net-worth clients on our top-down investment philosophy.
• Explain portfolio decisions and market events to clients.
• Help clients stay on track with their long-term financial goals.

Skills

CFA (any level)

Investment industry knowledge

Client-focused

Relationship development

Opportunity exploration

Job description

Our client, a leading financial services firm, is seeking an Investment Counselor to educate high-net-worth clients on a top-down investment philosophy, explain portfolio decisions, and translate market events into actionable insights.

You will work with internal research teams and mentors to provide unparalleled service, develop lasting client relationships, and empower clients to stay on track with their long-term financial goals and aspirations.