New Client Counselor
Core
Serve as the short-term point of contact for high-net-worth clients to onboard them, transfer assets, and introduce them to their long-term relationship manager.
Role type
New Client Counselor (sales & onboarding)
Builds
Onboarding process for new private clients and asset transfers
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning knowledge, consultative sales approach, understanding of capital markets and investment products, ability to manage complexity in high-volume environments
Preferred skills
Series 65 license, experience in financial services
Technologies
None stated
Responsibilities
Partner with sales professionals to onboard new clients, help bring in new assets through client referrals, educate clients on investment philosophy, align portfolio strategy with client goals, oversee clients onboarding process including transfer of assets, introduce clients to their long-term relationship manager
Seniority
Mid-level, professional