Job Description

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.

Responsibilities :

• Serve as the primary contact for ~100 clients, handling client communications and relationship management.
• Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
• Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
• Create comprehensive financial plans through detailed client discussions using eMoney.
• Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.

Qualifications :

• 7+ years of experience in the investment industry (client-facing experience preferred).
• Certified Financial Planner designation with 5+ years of experience in financial planning.
• Strong knowledge of finance and capital markets.
• Bachelor’s degree in economics, business, finance, accounting, or a related field.
• Excellent communication skills and ability to explain complex financial concepts clearly.
• Highly professional, articulate, and able to manage multiple client requests.

Salary: $100,000 - $125,000, up to $250,000 all in DOE

Please submit your resume for additional details and a full job description.

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