Investment Counselor

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$ 85,000 - $ 95,000

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 role ranges from $ 85,000 - $ 95,000 per year based on experience. This position offers the flexibility to work remotely from anywhere in the continental United States.

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)

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