Investment Counselor

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$ 90,000 - $ 130,000

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 $ 90,000 - $ 130,000 per year based on experience. This position offers the flexibility to work remotely from anywhere in the continental United States.

Requirements:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • Open to Camas, WA, Plano, TX and Tampa, FL



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