Investment Counselor
Camas, WA
85k/year - 95k/year
April 25, 2024
Applicants: 0
Interviewing: 3
Hired: 0
Direct Hire
In Person
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)