Job Information
TEKsystems Investment Counselor (Will Pay To Relocate) in San Francisco, California
A Large Investment company is hiring Investment Counselors to join the team for a great long term opportunity!
Job Description:
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development
Qualifications:
Must be able to sit onsite at one of 3 locations in Camas, WA, Plano, TX OR Tampa, FL!
Will pay for relocating to one of the cities above
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (will obtain during training and will be paid for)
Bachelor's degree or equivalent work experience
Investment experience required
**If Interested:
Please apply and email Derek at Dmautz @teksystems.com
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.