INVESTMENT COUNSELOR CAREERWhy 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-jo­b

Los AngelesCorporate Headquarters

Los Angeles Office: Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST

Scottsdale OfficeFinancial Services

Recruiters

Scottsdale Office15051 N Kierland Blvd, Suite 210Scottsdale AZ 85254480-361-9490 PST

Newport Beach Office: Financial Services

Recruiters

Newport Beach Office4570 Campus Dr. Suite #29Newport Beach CA 92660Phone: 949-252-2128Fax: 949-252-2127

New York OfficeFinancial Services

Recruiters

New York Office244 5th AvenueSuite 1855 New York NY 10001 212-726-2041 PST