JOB DESCRIPTION

Job #: 6063
Title: Investment Counselor
Job Location: Encino, California - United States
Employment Type:
Salary: $235,000.00 - $315,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Top Tier National Wealth Management Firm seeks Investment Counselor in Greater Los Angeles area to design and implement investment and asset allocation strategies for high net worth individuals, families and foundations (5mm-50mm level).

This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package.

No portable book of business required.

JOB DESCRIPTION

The Investment Counselor will work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management, and will counsel clients in a fee-based, fiduciary capacity with regards to best in class strategic and tactical investment advice and performance.

QUALIFICATIONS

Candidates must have a CFA and 10+ years' experience.

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