Senior Investment Consultant

This position is responsible for delivering the highest standard of investment guidance for our valued clients, generating qualified new business, serving as a representative of ICC in the community, building relationships with local professionals and participating in the Firm’s management and investment decisions in order to continue building a world-class organization.

Responsibilities:

• Manage client investment portfolios in accordance with individual investment goals and Company’s policy guidelines.
• Maintain or develop strong ties with community and business leaders and other professionals to continually generate new business
• Assist CEO/CIO with company management
• Research new investment products and concepts and stay at the forefront of investment knowledge (products and theory).
• Participate in Research Department and Consultant weekly meetings
• Participate in developing business model strategies.
• Prepare and communicate asset summary, advanced analytics and projections including capital needs analysis, cost basis calculations and cash flow projections.
• Develop, coordinate, and oversee preparation of current and prospective client presentations.
• Conduct current and prospective client meetings.
• Communicate ICC’s outlook on current investment and economic environment to clients and staff
• Guide clients in developing asset allocation strategy.
• Develop, review and update client Investment Policy Statements (IPS).
• Oversee and ensure promised services and activities resulting from client meetings are executed.
• Draft quarterly Company market commentary and other correspondence for dissemination to clients and outside sources.
• Prepare and conduct 401(k) participant education meetings.

Requirements:

• Advanced degree and professional designation such as: MBA in finance, CFP, CFA,, CPA, JD, CIMA, and/or AIFA
• Minimum of seven (7) years of investment industry, client facing experience Series 65 or equivalent (to be obtained) Must reside in Clark County. This is not a remote work position Excellent verbal and written communication skills, enjoys collaborating with team members Strong community involvement with local non-profit organizations or foundations, ties with local community leaders and desire to serve on boards, building relationships that foster new business. Advanced analytical skills and math aptitude. Advanced Microsoft Office proficiency, particularly Excel and PowerPoint

• Adherence to all regulatory compliance requirements including continuing education, email and written correspondence rules, privacy policy, personal securities transactions, etc. Stay abreast of developments, trends, practices and legalities in the investment consulting industry Meeting the Firms and industry continuing education and certification requirements. Ability to excel in a dynamic, fast-paced environment. Self-motivated with ability to work independently. Extensive knowledge of existing investment management consulting software and propensity to thoroughly master new programs. Follow all Firm processes, procedures, and protocols. Exhibit strong leadership skills with ability to mentor and train ICC team members.

Salary: 

• Attractive, competitive salary - commensurate with experience and education.
• ICC also offers a comprehensive benefits package including fully paid medical/dental, 401(k) with company matching and vacation pay. ICC places a strong emphasis on continuing education and financially supports employee advancement in professional programs. 

ABOUT THE INVESTMENT COUNSEL COMPANY

The Investment Counsel Company (ICC) is one of Nevada’s first independent investment management consulting firm and a recognized leader in the industry. Since 1987, ICC has been committed to providing affluent families, corporations, retirement plan sponsors, and eleemosynary institutions with independent investment guidance, perspective, and judgment. We’ve built our Firm on long-term relationships, enduring values, and established a reputation for integrity, innovation, and vision by staying focused on what matters most, our clients. ICC currently manages over $1.5 billion on a fee-only basis, assisting clients with structuring and implementing investment plans tailored to help them achieve their investment goals. For numerous years the firm has been recognized by Barron’s as the #1 financial advisor in Nevada and one of the Top 1,200 financial advisors in the nation. The Wall Street Journal and Barron’s have named CEO, Randy Garcia, as one of the Top 100 Independent Financial Advisor in the nation in 2019, 2020 and 2021.

Las Vegas features: Las Vegans enjoy a temperate climate with an average of 310 sunny days per year and about 4” of rainfall annually.

Nevada has one of the lowest tax burdens in the United States owing to an absence of personal income tax as well as low property taxes.

Ideally located within a few hours’ drive of Las Vegas are thirteen of the most uniquely beautiful national parks in the United States as well as the Lake Mead National Recreation area. Las Vegas is a prime home base for outdoor enthusiasts with premier opportunities for hiking, cycling, climbing and biking.  It also features some of the country’s best entertainment, an NHL Hockey team, NFL Football team and many famous restaurants.