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Wealth Builder (Entry-Level Investment Counselor)

Wealth Builder (Entry-Level Investment Counselor)

Insight GlobalCamas, WA, US
Full-time
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 f...Show moreLast updated: less than 1 hour ago
Display Builder

Display Builder

Floor & Decor HoldingsClackamas, OR, US
Full-time +1
This role has a minimum base pay from $17.Purpose : This position is responsible for designing, building and maintaining store product displays. Full-Time and Part-Time Positions Available.The functi...Show moreLast updated: 13 days ago
Transmission Technician - Builder

Transmission Technician - Builder

Trans Medic TransmissionsGresham, OR, US
Full-time +1
Are you ready to ignite your passion for transmissions as a.Transmission Technician - Builder.Trans Medic Transmissions in Gresham, OR? Get ready to be immersed in the world of automotive mastery w...Show moreLast updated: 14 days ago
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Wealth Builder (Entry-Level Investment Counselor)

Wealth Builder (Entry-Level Investment Counselor)

Insight GlobalCamas, WA, US
Less than 1 hour ago
Job type
  • Full-time
Job description

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 :

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus