Wealth Counselor Job at Innovations PSI, Santa Clara, CA

QjdZd0tCT2FKdmFVbW1BeUZkdEJFYW1QTnc9PQ==
  • Innovations PSI
  • Santa Clara, CA

Job Description

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.

Responsibilities :

  • Serve as the primary contact for ~100 clients, handling client communications and relationship management.
  • Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
  • Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
  • Create comprehensive financial plans through detailed client discussions using eMoney.
  • Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.

Qualifications :

  • 7+ years of experience in the investment industry (client-facing experience preferred).
  • Certified Financial Planner designation with 5+ years of experience in financial planning.
  • Experience managing a book of business (leading 1:1 meetings)
  • Strong knowledge of finance and capital markets.
  • Bachelor’s degree in economics, business, finance, accounting, or a related field.
  • Excellent communication skills and ability to explain complex financial concepts clearly.
  • Highly professional, articulate, and able to manage multiple client requests.

Salary: $100,000 - $125,000 base, up to $250,000 all in DOE

Please submit your resume for additional details and a full job description.

Job Tags

Similar Jobs

Find Great People | FGP

Commercial Building Inspector Job at Find Great People | FGP

 ...A well-known client in Aiken, SC is looking to add a Commercial Building Inspector to their team to perform inspections and plan review activities associated with a wide variety of commercial and industrial construction projects to ensure compliance with all adopted... 

University of California Agriculture and Natural Resources

4-H youth development community educator Job at University of California Agriculture and Natural Resources

 ...Requirements: Bachelors degree or equivalent experience in education, youth development, or a related field. Strong understanding...  ...coordinating programs or activities, preferably in a community or educational setting. Excellent communication skills, both... 

Three Stone

Outside Sales Representative Job at Three Stone

 ...scopes (training provided) Closing deals and overseeing projects from start to finish Delivering a white-glove customer experience Working within a competitive, sports-minded sales team focused on winning No roofing experience is required we provide... 

Novax Recruitment Group

CWI Job at Novax Recruitment Group

 ..., MT, UT) Interpret welding procedures, blueprints, and technical specifications Identify and resolve quality concerns with production and engineering teams Maintain accurate inspection records, logs, and reports Audit welding processes for compliance and best...