Private Wealth Investment Counselor

Zohorecruit; Portland (OR); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

$0 premium for dependents

50% 401(k) match

Job summary

Zohorecruit is recruiting for an Investment Counselor to join a fiduciary fee-only portfolio management firm in the United States. You will manage relationships with high-net-worth clients, educate them on top-down portfolio strategy, and work with an experienced team to grow a client roster.

The role emphasizes proactive client engagement, financial markets education, and long-term planning in a fast-paced environment with strong bonuses and benefits.

Qualifications

• At least 2 years of client relationship management in financial industry.
• Current Investment Advisor Representative designation, or Series 65, or Series 7/66, or equivalents.
• Bachelor’s degree in finance or related field.
• Extensive market knowledge with a client-focused consultative approach.
• Salary: base $75,000–$125,000 with discretionary bonuses; new hires start lower.
• 100% paid medical, dental, and vision premiums for you and dependents.
• 50% 401(k) match, up to IRS maximum.
• 20 days of PTO plus 10 holidays; California specifics noted.
• Family support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and backup childcare.
• OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER.

Responsibilities

• Become the voice of the firm and partner with internal teams to serve clients while aligning compensation with client interests.
• Build relationships with high-net-worth clients and educate them on portfolio strategy and market events.
• Connect with clients quarterly to review asset allocation and long-term goals.
• Operate with an established sales team to build a book of 150–200 households with $100M–$150M AUM.

Skills

Relationship management

Client-focused approach

Finance knowledge

Communication skills

Education

Finance-related degree

FINRA credentials or equivalents

Job description

Zohorecruit is recruiting for an Investment Counselor to join a fiduciary fee-only portfolio management firm in the United States. You will manage relationships with high-net-worth clients, educate them on top-down portfolio strategy, and work with an experienced team to grow a client roster.

The role emphasizes proactive client engagement, financial markets education, and long-term planning in a fast-paced environment with strong bonuses and benefits.