Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
$120,000–$120,000 year
On-siteTampa, Florida, United States
Job Summary
Collaborate with the team to serve clients as the liaison between the Investment Policy Committee and US clients. Connect with clients to review asset allocation, ensure alignment with long-term financial goals, and build trusting relationships by educating them on top-down portfolio strategies and market events. Respond to and manage client communications while fulfilling operational requests with internal departments. Obtain the Series 65 license through hands-on training and work directly with a mentor to develop understanding of technology and platforms. This entry-level role prepares candidates for a lifelong career in financial services, serving as a jumping-off point to the Premier Wealth Management team.
Required Qualifications
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor's degree or equivalent combination of education and experience
- Required to pass the Series 65
Desired Qualifications
- A thoughtful consultative approach with an emphasis on client focus
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