Investment Counselor for financial firm - Vancouver. WA

Job Description

As an Investment Counselor, you will be the voice of our company to our clients across the United States. Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and our renowned sales team to deliver exceptional service. Our firm is committed to a fee-only fiduciary structure, aligning our compensation with our clients' best interests, free from commission-based conflicts. You will benefit from a unique training program that provides an elevated education in finance and capital markets, tailored to our firm's approach.

Responsibilities:

• You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development

• Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events

• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals

Your Qualifications:

• 2+ years of instilling trust and building client relationship within the finance industry

• Series 65 (we will help you obtain upon starting)

• Bachelor's degree or equivalent work experience

• Investment experience required

• A thoughtful consultative approach with an emphasis on client focus

Work Environment

The role operates in a professional business environment from Monday to Friday, 8am to 5pm, based in one of our three locations: Camas, WA; Tampa, FL; Plano, TX. These locations offer excellent facilities and benefits such as no state income taxes, contributing to long-term wealth and retirement advantages. Initially, this role is in-office with potential for hybrid work after a year.

This is the ideal role for a candidate who doesn't want to continue in the sales development / Cold call environment of most Investment firms. This role will not have any cold calling or prospecting. This is a true Account Manager role with clients provided to you by the sales team.. As a company, they has not laid off during the down times in the economy. They have found ways to keep their employees when the economy has struggled.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.