Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background...’s goals and objectives with the firm’s portfolio and investment strategy Deliver high touch white glove service alongside...
within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. *The Opportunity...:* As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net...
Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200... office as an Investment Counselor. As an Investment Counselor, you will be provided with a roster of high-net-worth clients...
strong relationships - both internally and externally Embrace the Counselor Sales Process (CSP) as a selling methodology Perform...; or equivalent combination of education and experience Managed a sales portfolio of at least $2.5M per annum Sales experience...