Portfolio Counselor

Educate clients on the firm's investment philosophy and align portfolio strategies with their goals. Articulate the investment approach while overseeing asset transfers and monitoring implementation. Collaborate with Portfolio Management and Financial Planning teams to present proposals and introduce clients to long-term relationship managers. Convert warm leads interested in investing $500,000+ into actual firm clients by managing short-term relationships and closing opportunities. This role sits within a hybrid service and sales environment, focusing on warm leads rather than prospecting. New hires earn $85,000–$90,000 initially, with total compensation reaching $150,000–$300,000+ in subsequent years.