Portfolio Counselor
Camas, WA
65k/year - 125k/year
May 8, 2024
Applicants: 0
Interviewing: 0
Hired: 0
Direct Hire
In Person
About the Job
Gentis Solutions is looking for a Portfolio 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 65k/year - 125k/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
- 3+ years experience working in financial services
- Hybrid Openings in Camas WA, Plano TX, Tampa FL
- Prior experience working in/around Sales organization
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high volume environments