Portfolio Counselor


Camas, WA
65k/year - 125k/year
May 8, 2024
Applicants: 0 Interviewing: 2 Hired: 0
Direct Hire In Person
Makenna Hodgins

Makenna Hodgins

Account Executive
Finance Information Technology Hospitality Industry

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