Portfolio Counselor
$150,000–$280,000 year
On-siteTampa, Florida, United States
Tampa, Florida, United StatesOn-siteFull Time$150,000–$280,000 yearMedium
Full TimeMedium
Job Summary
Educate clients on the firm's investment philosophy and align portfolio strategies with their goals. Manage short-term client relationships by overseeing asset transfers and monitoring portfolio implementation. Articulate investment approaches to convert warm leads into full clients while collaborating with Portfolio Management and Financial Planning teams. Introduce clients to their long-term relationship manager to ensure seamless service.
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