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Investment Advisor – Counselor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-03
Listing for:
Spearhead Staffing LLC
Full Time
position Listed on 2026-01-03
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Type
Direct Hire
Salary
$105,000 - $130,000 / yr
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the best service possible. Build trusting relationships with clients and educate them on portfolio strategy, their investments and important market events. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure they’re on the right track towards their long term financial goals.
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