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Investment Counselor
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$20,000 - $85,000 a year
Full-time
- Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as an Investment Counselor.
- As an Investment Counselor, you will be provided with a roster of high-net-worth clients to provide our client's specialized approach focusing on their private clients and use your financial experience to better the established investment space.
- Obtain an elevated finance and capital markets education to understand our client's unique market approach by reporting to your group manager, who will assist you in navigating client relationships and provide personalized career development
- Build trusting relationships with high-net-worth clientele and educate them on our client's top-down portfolio strategy, investments, and important market events
- Connect proactively with clients on a quarterly basis to review asset allocation and ensure they are on the path towards long-term financial goals
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