The Portfolio Counselor is a client-facing portfolio advisory role. This role will be responsible for building multi-asset portfolio for high net-worth clients and help the clients to reach their financial goals over the long term. You will spend time understanding our clients’ goals and objectives and guide them throughout the wealth building journey with your investment and portfolio advisory expertise.
It is also your responsibility to analyze the implications of different investment options on the overall portfolio and accompany the clients to get on track to achieve their long term goals.
Job Family Group:
Consumer Product Sales
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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