Portfolio Counselor

Dallas, United States | Posted on 06/26/2026 Our client is seeking a passionate financial professionalwith a background in Investments to join their team in their Portland, OR; Dallas,TX; or Tampa, FL office. We are searching for a self-starter with provensuccess in a financial sales role to communicate effectively and connect withclients to deliver elite service and exceed expectations. The ideal candidatewill have the drive to succeed in a fast-paced environment and is willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned clients on our client’sinvestment philosophy to provide a fundamental understanding of the firm’sinvestment strategy and ensure client retention. Duties and Responsibilities Act as the short-term point of contact for our client’s highnet worth clientele Create an honest authentic relationship with each client toearn your compensation on high rates of conversion Welcome and onboard new high-net-worth clients, ensure thattheir accounts are funded, and help align the client’s goals and objectiveswith the firm’s portfolio and investment strategy Deliver high touch white glove service alongside a teambacked by the Investment Policy Committee (IPC) to exceed expectations andprovide unparalleled service, while receiving ongoing sales coaching Build an honest, transparent, and authentic relationshipwith the high-net-worth clients, relating with them to focus on high rates ofclient conversion Articulate the firm’s financial philosophy to the high-net-worthclients to build rapport and establish a lasting and trusting relationship Assist in bringing in new assets through client referrals Requirements Bachelor’s Degree in Finance or relevant field A minimum of 3 years of industry experience in assetmanagement, financial services, and client relationship management, with a range of 3 to 8 years of experience Series 65, Series 66, or equivalent license is required Knowledge of the following: Investment products strategy establishment Strong capital market knowledge to educate and informclients Manage complexity in a high volume environment Excellent communication skills with high net worth clients $65,000-$125,000 base salary per year in the state of WA—newhires should expect to start at the lower end of the range, depending onexperience Eligible for discretionary bonus based on firm andindividual performance OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr