Portfolio Counselor

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 clients investment philosophy to provide a fundamental understanding of the firms investment strategy and ensure client retention. Duties and Responsibilities Act as the short-term point of contact for our clients high net worth clientele Create an honest authentic relationship with each client to earn your compensation on high rates of conversion Welcome and onboard new h...