5 Investment Advisor Jobs in Camas, WA
Gentis Solutions is Hiring an Investment Advisor Near Camas, WA
Salary: 85,000−95,000 base salary, up to 110,000−130,000 with bonus
Location: Camas, WA (also Plano, TX, Tampa, FL)
Responsibilities:
- Client Relationship Building : Develop and maintain strong client relationships within the finance industry, emphasizing trust and consultation.
- Portfolio Strategy Education : Educate clients on top-down portfolio strategies, investments, and market events.
- Client Engagement : Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals.
- Client Acquisition : Collaborate with the sales team to gradually expand the roster of high-net-worth clients.
Qualifications:
- Experience : Minimum 2 years in building client relationships in finance.
- Licenses : Series 65 required (assistance provided for obtaining).
- Education : Bachelor's degree or equivalent work experience.
- Approach : Consultative approach with a focus on client needs.
Additional Certifications (Optional):
- FINRA 7
- FINRA 66
- CFP (Certified Financial Planner)
- CFA (Chartered Financial Analyst)
- CHFC (Chartered Financial Consultant)
- CRPC (Chartered Retirement Planning Counselor)
Preferred Qualifications:
- Background in prominent investment firms.
Day-to-Day Tasks:
- Client Focus : Act as the primary point of contact for our Private Client Group, nurturing client relationships.
- Portfolio Reviews : Regularly engage with clients to review asset allocation and progress towards financial goals.
- Client Growth : Work with the sales team to expand the client base.
The Opportunity:
- Key Role : Represent clients in the United States.
- Collaboration : Partner with internal teams to deliver exceptional service.
- Training Program : Benefit from a comprehensive finance education tailored to our Investments' approach.
- Supervision : Report to a seasoned group manager for guidance and career development.
Compensation Package:
- Bonus : Performance-based discretionary bonus.
- Work-Life Balance : 40-hour workweek with no travel requirements.
- Client Interaction : Connect with 7–15 clients daily.
Job Summary
Full Time
$59k-88k (estimate)
06/16/2024
07/02/2024
gentissolutions.com
DECOURSEY, KY
25 - 50
2015
Private
DANIEL RICHARD MOORE
$5M - $10M
Business Services
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Quotes from people on Investment Advisor job description and responsibilities
Investment Advisor responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives.
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They analyzes investment opportunities and recommends investments as appropriate.
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Investment Advisor dealing with compliance reports, updating client records, processing trade tickets and dealing with other recordkeeping procedures.
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An advisor should be able to explain how they’re adding value for any amount charged above standard rates.
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Financial advisors usually execute trades and construct portfolios for their clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Investment Advisor jobs
When advisors register their license, they must fill out Form ADV.
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Some are robo-advisors with an added human element, offering computer-managed portfolios and access to a team of financial advisors for planning guidance and advice.
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Vet the financial advisor's background.
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Choosing the right property at the right price.
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Develop a Strong Support System.
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Step 3: View the best colleges and universities for Investment Advisor.
