Investment Advisor

Salary: 85,000−95,000 base salary, up to 110,000−130,000 with bonus

Location: Camas, WA (also Plano, TX, Tampa, FL)

Responsibilities:

Client Relationship Building: Develop and maintain strong client relationships within the finance industry, emphasizing trust and consultation.

Portfolio Strategy Education: Educate clients on top-down portfolio strategies, investments, and market events.

Client Engagement: Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals.

Client Acquisition: Collaborate with the sales team to gradually expand the roster of high-net-worth clients.

Qualifications:

Experience: Minimum 2 years in building client relationships in finance.

Licenses: Series 65 required (assistance provided for obtaining).

Education: Bachelor's degree or equivalent work experience.

Approach: Consultative approach with a focus on client needs.

Additional Certifications (Optional):

FINRA 7

FINRA 66

CFP (Certified Financial Planner)

CFA (Chartered Financial Analyst)

CHFC (Chartered Financial Consultant)

CRPC (Chartered Retirement Planning Counselor)

Preferred Qualifications:

Background in prominent investment firms.

Day-to-Day Tasks:

Client Focus: Act as the primary point of contact for our Private Client Group, nurturing client relationships.

Portfolio Reviews: Regularly engage with clients to review asset allocation and progress towards financial goals.

Client Growth: Work with the sales team to expand the client base.

The Opportunity:

Key Role: Represent clients in the United States.

Collaboration: Partner with internal teams to deliver exceptional service.

Training Program: Benefit from a comprehensive finance education tailored to our Investments' approach.

Supervision: Report to a seasoned group manager for guidance and career development.

Compensation Package:

Bonus: Performance-based discretionary bonus.

Work-Life Balance: 40-hour workweek with no travel requirements.

Client Interaction: Connect with 7–15 clients daily.