About this opportunity
Zohorecruit lists this Canadian Investment Counselor - TX opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Opportunity
As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals.
Day-to-Day
When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including:
An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage
Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your "many hats" and become an expert in client relationship management and education
Ongoing career development, empowering you to discover your own career path
Opportunities for advancement driven by performance and attitude
Competitive compensation that aligns your interest with the client’s, instead of working against each other
Qualifications
CFA (any level)
A thorough understanding of the investment industry
A desire to develop longstanding relationships as opposed to selling products or trading accounts
A tremendous desire to explore new opportunities and challenges
Client-focused
Why Our Client
From unmatched service to innovative perspectives on investing, it’s the people that make our client’s purpose possible. After all, it’s their people that enable them to offer the level of service that we do. And they invest in them accordingly, offering exceptional benefits like:
100% coverage of premiums for health, vision and dental insurance
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 week paid Primary Caregiver Parental Leave
And much, much more
They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.