A leading investment firm is seeking a passionate individual for the Investment Counselor Wealthbuilder role. You will assist clients in achieving their long-term financial goals through hands-on training and support, beginning with obtaining your Series 65 license. Responsibilities include collaborating with your team, managing client communications, and reviewing asset allocations. The ideal candidate has at least 1 year of relevant experience and a client-focused approach. This role is based in Camas, WA and offers competitive compensation and benefits.
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Wealth Builder Investment Counselor • Camas, WA, United States