Investment Counselor Career – Why You Should Use a Financial Advisor Recruiter

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or ...

Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: http://www.willis-consulting.com/apply-financial-services-jo­b.

Visit the website: http://willis-consulting.com/


Willis Consulting, Inc.

Los Angeles Office: Corporate Headquarters
719 Yarmouth Road, Suite 203
Palos Verdes Estates, CA 90274
310-373-7400 PST

Scottsdale Office
15051 N Kierland Blvd, Suite 210
Scottsdale AZ 85254
480-361-9490 PST

New York Office
244 5th Avenue, Suite 1855
New York NY 10001
212-726-2041 PST

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Investment Counselor Career – Why You Should Use a Financial Advisor Recruiter Investment Counselor Career – Why You Should Use a Financial Advisor Recruiter Presentation Transcript

  • INVESTMENT COUNSELOR CAREER Why You Should Use a Financial Advisor Recruiter
  • Are you looking for a position in the financial services industry?
  • Big corporations often don't even list the jobs they have available. As a result, your best bet is to contact a financial advisor recruiting firm, which have developed relationships with the top financial services firms. They have the best, highest paying jobs on file and are searching for the right person to fill the position.
  • Privately-held investment management firms manage portfolios for high net worth clients and institutions. Investment Counselor / Financial Advisor Jobs
  • “They search for talented finance professionals to serve as Investment Counselors, who are typically assigned to specific clients.” Although there are particular qualifications for each company's job opportunity, there are some areas that are pretty much the same with them all.
  • Responsibilities of an Investment Counselor
  •  Oversees high-net-worth client relationships.  Their focus is on client retention. There is no prospecting, cold-calling or selling involved.  Expected to impart current market strategy and portfolio updates to their assigned clients.  Act as the liaison between wealthy clients and the Company’s investment decision-makers.  Expected to take part in the firm's training and mentoring program.
  • Qualifications for a Financial Advisor
  • • Bachelor’s degree or equivalent combination of education and experience. • At least 3 years' experience in the investment industry or financial services. • Strong knowledge of finance and capital markets.
  • In addition to education and experience, if a job applicant wants to obtain a top job in the finance industry, he or she needs to have developed certain personal skills. To succeed, they need to… • Be efficient • Have excellent time management skills • Be charismatic with great communication skills
  • How to Prepare for an Investment Counselor Career
  • If you’ve obtained your degree but don’t have enough experience, you may want to investigate intern programs with investment companies. If the company you are working for is impressed with your work, you could be offered a permanent job with them. Working as an assistant to a Financial Advisor is another way to gain experience, especially if you are given the opportunity to take on more responsibility over time, working your way up to a full-fledged FA.
  • Your resume is incredibly important when you approach a financial advisor recruiter. There are certain things they prefer, and you’d do well to pay attention to those preferences if you don’t want your resume tossed away immediately. • For one, keep your resume to one page only. • Don’t include personal information such as your marital status, kids, hobbies and the like – your resume should only contain your education and experience. • Use quality white or off-white paper if you are sending it in.
  • Never send off a resume until you have edited it carefully and had at least two other people review it for errors. If you are having trouble creating a good resume, it is well worth the expense to confer with a professional resume writer.
  • When you’re ready to talk to a financial advisor recruiter, call Willis Consulting.
  • Willis Consulting Inc. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: http://www.willis-consulting.com/apply-financial- services-jo-b
  • Los Angeles Corporate Headquarters Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST
  • Scottsdale Office Financial Services Recruiters Scottsdale Office 15051 N Kierland Blvd, Suite 210 Scottsdale AZ 85254 480-361-9490 PST
  • Newport Beach Office: Financial Services Recruiters Newport Beach Office 4570 Campus Dr. Suite #29 Newport Beach CA 92660 Phone: 949-252-2128 Fax: 949-252-2127
  • New York Office Financial Services Recruiters New York Office 244 5th Avenue Suite 1855 New York NY 10001 212-726-2041 PST