Gentis Solutions

Investment Counselor

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Camas, WA
85k/year - 95k/year
April 25, 2024
Applicants: 0 Interviewing: 3 Hired: 1
Direct Hire In Person
Makenna Hodgins

Makenna Hodgins

Senior Account Executive
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About the Job

Gentis Solutions is looking for a Investment Counselor to join our client's team. Client-specific benefits are available and will be discussed in detail during your interview.

Compensation for this position ranges from 85k/year - 95k/year per year, based on experience. Payment is bi-weekly and is based on all hours worked, without eligibility for overtime.

This position requires the individual to be located in the Camas, WA area.

Requirements

  • 2+ years of maintaining and building client relationships within the finance/investment industry
  • Onsite: Camas, WA or Plano, TX, Tampa, FL (w/ SOME hybrid flex)
  • Experience managing a large book of business and/or quantity of clients
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Nice-to-Have

  • Background from large investment firms (Ex: JP Morgan, Fidelity, Edward Jones)