Job Description
Investment Counselor
Position Title: Investment Counselor
*Plano, TX | Camas, WA | Tampa, FL
Position Overview:
Our client, a nationally recognized investment management firm, is seeking an Investment Counselor to support a roster of high-net-worth clients. This role is focused exclusively on client relationship management and investment education, not prospecting or cold sales.
The Investment Counselor serves as the primary point of contact for assigned clients, helping them understand portfolio strategy, market developments, and long-term investment planning. This is an excellent opportunity for finance professionals who enjoy relationship management and consultative conversations without the pressure of business development.
Key Responsibilities:
- Serve as primary relationship manager for a roster of high-net-worth clients.
- Educate clients on portfolio strategy and capital market developments.
- Conduct regular portfolio reviews and asset allocation discussions.
- Explain investment philosophy and market positioning in clear, client-friendly language.
- Partner with internal portfolio decision-makers and research teams.
- Collaborate with client service associates to ensure operational accuracy.
- Support client onboarding and account transitions as needed.
- Maintain detailed records of client interactions and portfolio discussions.
- Participate in structured training and professional development programs.
Qualifications & Experience:
- 2+ years of experience building client relationships within the finance or investment industry.
- Bachelor’s degree or equivalent professional experience.
- Series 65 required (support available for candidates who need to obtain it).
- Experience working with high-net-worth or retail investment clients preferred.
- Consultative communication style with strong client focus.
- Strong interest in capital markets and portfolio strategy.
Required Skills:
- Strong interpersonal and relationship-building skills.
- Ability to explain complex financial concepts clearly.
- Professional presence and confidence in client-facing conversations.
- Strong analytical and critical thinking abilities.
- Close attention to detail.
- Team-oriented and collaborative mindset.
- Ability to thrive in a structured, performance-driven environment.
Benefits:
- Competitive base salary plus bonus/commission during training period.
- 100% employer-paid health, dental, and vision coverage.
- 401(k) with generous employer match.
- Paid time off and paid holidays.
- Paid parental leave.
- Child care assistance program.
- Ongoing professional development and structured career growth.
- Inclusive and team-oriented workplace culture.
Location
FL