Investment Counselor (Financial Advisor Alternative)

About the role

Assist clients in achieving their financial goals through personalized investment advice and planning.

Responsibilities

• Develop and implement investment strategies tailored to client needs.
• Conduct thorough financial analyses and provide recommendations based on market trends and client objectives.
• Monitor client portfolios and make adjustments as necessary to meet performance targets.
• Stay updated on industry developments and regulatory changes impacting investments.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of relevant experience in financial services or consulting.
• Strong analytical skills and ability to communicate complex financial concepts clearly.
• Proven track record of successful client relationships and portfolio management.

Qualifications

• Series 7 and Series 66 licenses preferred.
• Experience with wealth management software and tools.
• Excellent interpersonal and communication skills.

Skills

• Proficient in Microsoft Office Suite.
• Knowledge of financial modeling and valuation techniques.
• Ability to work independently and manage multiple projects simultaneously.

Benefits

Competitive compensation package including base salary, bonus potential, and benefits such as health insurance, retirement plans, and professional development opportunities.

Pay

$80,000 - $120,000 annually, commensurate with experience.

Schedule

Full-time position with flexible working hours to accommodate client needs.