Academic counselor Jobs in Fairfield ca
Last updated: 6 days ago
- Promoted
Wealth Counselor
Innovations PSICA, United States- Promoted
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Grand Canyon UniversityFairfield, CA- Promoted
Mental Health Counselor - LCSW, LMFT, LPCC
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Embry-Riddle Aeronautical UniversityCalifornia- Promoted
Certified Counselor
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Central California Women's FacilityMadera County, US Show moreLast updated: 30+ days ago
- Promoted
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All Star Healthcare SolutionsNot Specified, California, United StatesDIRECTOR, ACADEMIC RESOURCES
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ChanceLight Behavioral Health, Therapy and EducationFairfield, CA, USHybrid Support Counselor
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Grossmont-Cuyamaca Community College DistrictSan Diego CountyCORRECTIONAL COUNSELOR I
California State Prison, Los Angeles CountyLos Angeles County, US Show moreLast updated: 30+ days ago
CORRECTIONAL COUNSELOR I
California Medical FacilitySolano County, US Show moreLast updated: 30+ days ago
Wealth Counselor
Innovations PSICA, United States30+ days ago
Salary
$250,000.00 yearly
Job type
- Full-time
Job description7+ years of experience in the investment industry (client-facing experience preferred). Certified Financial Planner designation with 5+ years of experience in financial planning. Experience managing a book of business (leading 1 : 1 meetings) Strong knowledge of finance and capital markets. Bachelor’s degree in economics, business, finance, accounting, or a related field. Excellent communication skills and ability to explain complex financial concepts clearly. Highly professional, articulate, and able to manage multiple client requests.
Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.
Responsibilities :
- Serve as the primary contact for ~100 clients, handling client communications and relationship management.
- Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
- Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
- Create comprehensive financial plans through detailed client discussions using eMoney.
- Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.
Qualifications :
Salary : $100,000 - $125,000 base, up to $250,000 all in DOE
Please submit your resume for additional details and a full job description.