Portfolio Counselor
Camas, WA
65k/year - 125k/year
May 8, 2024
Applicants: 0
Interviewing: 1
Hired: 0
Direct Hire
In Person
Makenna Hodgins
Senior Account Executive
Information Technology
Retail
Gaming
Account Management
Action Planning
Business Process Improvement
Business Reviews
Cold Calling
Communication
Cross-team Collaboration
Customer Engagement
Customer Satisfaction
Customer Service
Customer Success
Data Analysis
Exceeding Customer Expectations
Facilitation
Fieldglass
Human Resources (HR)
Interpersonal Skills
Interviewing
Leadership
LinkedIn Learning
LinkedIn Recruiter
LinkedIn Sales Navigator
Lucidchart
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Negotiation
Onboarding
Organization Skills
Performance Management
Presentations
Prezi
Problem Solving
Project Management
Public Relations
Public Speaking
Recruiting
Relationship Building
Retail Sales
Returns
sales
Scrum
Social Media
Sourcing
Stock Replenishment
Styling
Sustainable Design
Tableau
Talent Development
Talent Management
Team Leadership
Teamwork
Time Management
Web Conferencing
Enterprise Account Management
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