- 100% coverage of premiums for health, vision and dental insurance
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 9 paid holidays
- 8 weeks paid Primary Caregiver Parental Leave
- Back-up Child Care Program available, offering up to 10 days annually
- A cumulative learning and development framework customized for every employee
- Educate clients on what it means to work with our firm
- Articulate our investment philosophy to clients
- Align our portfolio strategy with clients' goals
- Oversee the transfer of clients' assets
- Monitor the implementation of clients' investment portfolios
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
-
Portfolio Counselor
4 weeks ago
Fisher Investments Plano, United StatesAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, a ...
-
Financial Advisor
1 week ago
BrokerHunter Plano, United StatesNo Prospecting, No Cold-Calls, Book of Business Is Provided · Stop prospecting Come join our clients firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With ...
-
Investment Counselor
3 weeks ago
NR Consulting Plano, United StatesPosition Title: Investment Counselor · Work Location: 6500 International Parkway, Plano, TX 75093 · Full Time with Benefits · Job Description: · Overview: Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, C ...
-
Client Development Specialist
2 weeks ago
Unum Plano, United States Full timeJob Posting End Date: May 30When you join the team at Unum, you become part of an organization committed to helping you thrive. · Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments ...
-
Client Development Specialist
2 weeks ago
UNUM Plano, United StatesJob Posting End Date: May 30 · When you join the team at Unum, you become part of an organization committed to helping you thrive. · Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's mome ...
-
Bank of America Plano, United StatesJob Description: · Job Description · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and sha ...
-
Senior Underwriter
3 weeks ago
QBE Insurance Group Plano, United StatesSenior Underwriter - Healthcare Liability page is loaded · Senior Underwriter - Healthcare Liability · Apply · locations · Work Remotely, Texas, USA · USA - IL - Chicago · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · 322390 · Primary De ...
-
Senior Underwriter, Aviation
1 week ago
QBE Insurance Group Limited Plano, United StatesPrimary DetailsTime Type: Full timeWorker Type: EmployeeThe OpportunityThis role will implement assigned line(s) of business strategy by assisting with business development and growth through building relationships within assigned customers and applying sound decision-making to u ...
-
InsideHigherEd Plano, United States Faculty Jobs ,The School of Education and Human Development at the University of Virginia (UVA EHD) seeks a senior scholar to serve as the Director of Youth-Nex, the UVA Center to Promote Effective Youth Development. We are seeking a scholar with expertise in youth and digital technology with ...
-
Financial Consultant
4 weeks ago
Fisher Investments Garland, TX, United States Full timeCome join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don' ...
-
Investment Operations Senior Analyst
4 weeks ago
Fisher Investments Rowlett, TX, United StatesAre you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives. · The Opportunity: · As a Portfolio Evaluation Analyst, ...
-
Merrill Financial Solutions Advisor
1 week ago
Bank of America Frisco, United StatesMerrill Financial Solutions Advisor - Greater Dallas Market · Frisco, Texas;Dallas, Texas · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ...
-
Canadian Investment Counselor
3 weeks ago
CNI Consulting Inc. Dallas, United StatesJob Description · Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? D ...
-
Loan Counselor
1 week ago
Planet Home Lending Irving, United StatesJob Details · Job Location · Irving TX - Irving, TX · Description · Job Summary · The Loan Counselor is responsible for maintaining a delinquent loan collection program within established guidelines and procedures to minimize the delinquency status of the mortgage loan portfol ...
-
Assistant Director
2 weeks ago
Texas Woman's University Denton, United StatesTITLE · Assistant Director, Promise Initiatives & Outreach · JOB SUMMARY · The Assistant Director will support a portfolio of Promise program sites and will be the primary Promise Liaison to administrators, teachers, nonprofits, and students within their portfolio. The Assistant ...
-
Loan Counselor
2 weeks ago
Planet Home Lending Irving, United StatesJob Details · Job Location · Irving TX - Irving, TX · Description · Planet Home Lending, LLC, is a privately held, full-service, national mortgage lender and servicer company. Planet is FNMA and FHLMC approved and sells through the Retail and Correspondent Channels, offering F ...
-
Commercial Lines Account Manager
3 weeks ago
APR Dallas, United StatesJob Description · Job DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: Dallas, Texas | Hybrid (willing to consider fully remote for the right candidate) · Job Overview: · The Commercial Lines Account Mana ...
-
Infosys Consulting Dallas, United StatesInfosys Consulting is seeking a Talent & Organization (T&O) Partner with a proven track record of sales and delivery in organizational change management, learning, and agile change. This role will primarily focus on the Financial Services and Insurance industry. Experience in hum ...
-
Infosys Consulting Dallas, United StatesInfosys Consulting is seeking a Talent & Organization (T&O) Partner with a proven track record of sales and delivery in organizational change management, learning, and agile change. This role will primarily focus on the Financial Services and Insurance industry. Experience in hum ...
-
Counselor, Financial
2 weeks ago
Guild Mortgage Dallas, TX, United StatesGuild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of prof ...
Portfolio Counselor - Plano, United States - Staffing in Motion
Description
Job DescriptionAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you?
The Opportunity:
In this role you would be responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+. You would be working closely with the Portfolio Management team and Financial Planning team who would create an investment proposal and a financial plan, that you would help present to the client. The goal of this position is to convert these warm leads into actual clients of the firm.
Due to the pay transparency laws that have gone in effect, I am including the full salary range for this position: $65,000-$120,000 + commission.
However, realistically for new hires, compensation schedule is as follows:
For the first 6 months salary starts at $85,000-$90,000. After 6 months the salary drops to $65,000, however the commissions really pick up. Average total in your first year is around $130,000. Average total compensation in year 2 and beyond is within the $150,000-$280,000, with top producers earning $300,000+.
Benefits