Investment Counselor

Apply now for this exciting opportunity with hybrid openings in Camas WA, Plano TX, and Tampa FL

The Investment Counselor position requires 3+ years of client relationship experience in finance, with a preference for the Series 65 license and a bachelor's degree or equivalent. Nice-to-have qualifications include a background from large investment firms and prior work in sales organizations. The role offers benefits such as 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and family support programs like Paid Primary Caregiver leave.

Requirements:

• 3+ years of client relationship experience in finance/investment environment
• Prior experience managing a large book of business and/or quantity of clients
• Location: Hybrid Onsite - Camas, WA, Plano, TX, Tampa, FL
• Licensure: Series 65 or similar license (will help obtain within 90 days of start date)
• Bachelor's degree in finance or similar field
• Understanding of capital markets and investment products

Nice-to-Have:

• Experience working at a large investment firm (e.g., JP Morgan, Fidelity, Edward Jones)

Benefits:

• 100% paid medical, dental, and vision premiums for you and your qualifying dependents
• 50% 401(k) match, up to the IRS maximum
• 20 days of PTO (+ 10 paid holidays, 17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up child care
• 10,000 fertility, hormonal health, and family-forming benefit

Join our team as an Investment Counselor, where you'll serve as the voice of the firm to clients in the United States. Collaborate with internal teams and clients to provide exceptional service, benefit from a fee-only fiduciary structure, and receive a unique finance and capital markets education. With guidance from experienced managers, navigate client relationships and enjoy personalized career development.

Apply now for this exciting opportunity in Camas WA, Plano TX, and Tampa FL.