Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
Core
Entry-level financial advisor role focused on client education, asset allocation reviews, and building trust to help clients reach 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 liaison
Preferred skills
experience in operational, administrative, client-facing, or finance settings
Technologies
proprietary investment platforms and technology
Responsibilities
Connect with clients to review asset allocation and ensure alignment with long-term financial goals; Build trusting relationships and educate clients on top-down portfolio strategy and market events; Respond to and manage client communication; Work collaboratively with the team as a liaison between the Investment Policy Committee and US clients