Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
Core
Entry-level financial advisor role focused on client education, asset allocation reviews, and building relationships to support long-term financial goals.
Role type
Entry-level Investment Counselor (Wealthbuilder)
Builds
Client portfolios and trusting relationships
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
consultative approach, client focus, asset allocation review, portfolio strategy education, market event analysis, internal collaboration
Preferred skills
Series 65 license, operational experience, administrative experience, finance experience
Technologies
Investment platforms, client communication tools
Responsibilities
Connect with clients to review asset allocation, educate clients on top-down portfolio strategy, respond to client communication, manage client operational requests, serve as liaison between Investment Policy Committee and clients
Seniority
Entry-level, mentored IC