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Wealth Builder (Entry-Level Investment Counselor)
Insight GlobalCamas, WA, USDisplay Builder
Floor & Decor HoldingsClackamas, OR, USTransmission Technician - Builder
Trans Medic TransmissionsGresham, OR, US- medical office (from $ 35,100 to $ 210,148 year)
- city (from $ 43,000 to $ 205,000 year)
- drug counselor (from $ 37,050 to $ 200,000 year)
- architect (from $ 143,038 to $ 190,000 year)
- pharmacist (from $ 144,753 to $ 185,536 year)
- cad (from $ 42,445 to $ 184,784 year)
- business development director (from $ 108,148 to $ 178,880 year)
- network engineer (from $ 115,800 to $ 167,500 year)
- business development (from $ 53,540 to $ 161,197 year)
- system engineer (from $ 72,500 to $ 158,418 year)
- Seattle, WA (from $ 76,825 to $ 204,365 year)
- Sugar Land, TX (from $ 52,000 to $ 175,000 year)
- Boston, MA (from $ 79,525 to $ 170,000 year)
- Indianapolis, IN (from $ 31,931 to $ 165,750 year)
- Plano, TX (from $ 35,100 to $ 163,650 year)
- Irvine, CA (from $ 75,000 to $ 160,000 year)
- Santa Clara, CA (from $ 38,334 to $ 153,800 year)
- Santa Clarita, CA (from $ 38,189 to $ 150,000 year)
- Santa Ana, CA (from $ 38,134 to $ 149,000 year)
- San Jose, CA (from $ 32,552 to $ 138,057 year)
The average salary range is between $ 29,250 and $ 59,620 year , with the average salary hovering around $ 35,100 year .
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Wealth Builder (Entry-Level Investment Counselor)
Insight GlobalCamas, WA, US- Full-time
Job Description
Job Description
The Opportunity :
The Wealth builder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Our client offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day :
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications :