Portfolio Counselor

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? The Opportunity: In this role you would be responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+.

You would be working closely with the Portfolio Management team and Financial Planning team who would create an investment proposal and a financial plan, that you would help present to the client. The goal of this position is to convert these warm leads into actual clients of the firm. Due to the pay transparency laws that have gone in effect, I am including the full salary range for this position: $65,000-$120,000 + commission.

However, realistically for new hires, compensation schedule is as follows: For the first 6 months salary starts at $85,000-$90,000. After 6 months the salary drops to $65,000, however the commissions really pick up. Average total in your first year is around $130,000. Average total compensation in year 2 and beyond is within the $150,000-$280,000, with top producers earning $300,000+.

​ Benefits 100% coverage of premiums for health, vision and dental insurance A 50% 401(k) match, up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks paid Primary Caregiver Parental Leave Back-up Child Care Program available, offering up to 10 days annually A cumulative learning and development framework customized for every employee ​ The Day-to-Day: Educate clients on what it means to work with our firm Articulate our investment philosophy to clients Align our portfolio strategy with clients’ goals Oversee the transfer of clients’ assets Monitor the implementation of clients’ investment portfolios Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager