Portfolio Counselor
Overview
Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.
Duties and Responsibilities
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
Portfolio Counselor • Portland, OR, us
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