Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? The Opportunity: In this role you would be responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+. You would be working closely with the Portfolio Management team and Financial Planning team who would create an investment proposal and a financial plan, that you would help present to the client. The goal of this position is to convert these warm leads into actual clients of the firm. Due to the pay transparency laws that have gone in effect, I am including the full salary range for this position: $65,000-$120,000 + commission. However, realistically for new hires, compensation schedule is as follows: For the first 6 months salary starts at $85,000-$90,000. After 6 months the salary drops to $65,000, however the commissions really pick up. Average total in your first year is around $130,000. Average total compensation in year 2 and beyond is within the $150,000-$280,000, with top producers earning $300,000+. Benefits 100% coverage of premiums for health, vision and dental insurance A 50% 401(k) match, up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks paid Primary Caregiver Parental Leave Back-up Child Care Program available, offering up to 10 days annually A cumulative learning and development framework customized for every employee The Day-to-Day: Educate clients on what it means to work with our firm Articulate our investment philosophy to clients Align our portfolio strategy with clients' goals Oversee the transfer of clients' assets Monitor the implementation of clients' investment portfolios Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager
Portfolio Counselor • Tampa, FL, United States
Investment Counselor Wealthbuilder.Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to de... Show more
Ashley Furniture is a leading global furniture manufacturer and retailer committed to delivering quality home furnishings and exceptional value to our customers.As we continue to grow and evolve, w... Show more
Established in 1900, Mead & Hunt is a nationally recognized professional services consulting firm, has a full-time position available for a Proposal Coordinator to work with our transportation infr... Show more
Originate portfolio loans, secondary market conventional, FHA, VA and RD loans which are compliant with investor requirements and all State and Federal laws and regulations; Promote Bank products a... Show more
Essential Duties and Responsibilities: Includes the following, other duties may be assigned as needed:.Responsible for the internal books and records of assigned portfolios including monthly perfor... Show more
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy.These individuals analyse client needs, develop financial solutions... Show more
Financial Reporting Associate for Alternative Funds.Are you ready to make an impact in the world of financial and regulatory reporting? Join our team and leverage your detail-oriented mindset to de... Show more
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr... Show more
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join ... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Senior Portfolio Engineer Covering Fixed Income.We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process.The ideal candi... Show more
International Investment Counselor.Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor ... Show more
Financial Reporting Associate For Alternative Funds.Are you ready to make an impact in the world of financial and regulatory reporting? Join our team and leverage your detail-oriented mindset to de... Show more
Associate Relationship Manager.You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management.As an Associate Relationship Manager wit... Show more
International Investment Counselor.Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Invest... Show more
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, ... Show more
Consulting Manager, Asset Investment Planning.Locations: Overland Park, KS, US; Charlotte, NC, US; Dallas, TX, US; Jacksonville, FL, US; Austin, TX, US; Tualatin, OR, US; Orlando, FL, US; Phoenix, ... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
){kind=logo}
