Investment Counselor

This role is with a large Portfolio Management firm with over $200 billion in assets under Each client would have a separately managed portfolio based on their risk tolerance and asset allocation Portfolios are managed on a discretionary ;

This is a relationship manager role where you are given a book of 150-200 households of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to them about their

Investment Counsellors (ICs) are considered the voice of the firm to our high net worth As the central point of contact, ICs educate each of our clients on the firms investment philosophy, explaining why weve made certain decisions for their particular portfolio, and helping them understand events in the market - all to help each of our clients stay on track to achieve their long-term ;

The ideal candidate would have extensive experience within the investment industry in a client facing

Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the This includes the highest paid employee at the firm $75,000-$120,000 + discretionary New hires realistically should expect to start on the lower end of the compensation ;

Benefits: 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k