An investment counselor provides financial guidance to clients to help them achieve their investment goals and grow their wealth. Key duties typically include:
Client Consultations: Meeting with clients to understand their financial goals, risk tolerance, and investment preferences.
Portfolio Management: Developing, implementing, and adjusting investment portfolios tailored to each client's objectives.
Market Analysis: Conducting research on markets, economic trends, and investment products to offer informed advice.
Risk Assessment: Evaluating and advising clients on the potential risks and returns of various investment options.
Financial Reporting: Preparing detailed reports on portfolio performance and financial projections for clients.
Compliance and Regulations: Ensuring all recommendations adhere to financial regulations and ethical standards.
Relationship Management: Building and maintaining long-term client relationships through ongoing communication and trust-building.
Qualifications:
7-10 years of experience in investment management or financial advisory services.
Certified Financial Analyst (CFA), Certfieid Fianncial Planner (CFP), or MBA preferred.
Proficiency in Microsoft Office , Salesforce, Orion Advisor Services, and document management software.
Overall, an investment counselor helps clients make informed investment decisions that align with their financial goals while managing risks and monitoring market changes.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
