Investment Counselor

Chicago, Illinois
Salary plus annual bonus and benefits.
Aug 02, 2017
Sep 01, 2017
Employment Type
Full Time

Job Summary

The Investment Counselor serves as a knowledgeable and trusted advisor to the Firm’s clients, especially individuals and families.  The Investment Counselor works directly with clients to help them identify and pursue their investment goals.  The Investment Counselor cultivates and fosters client relationships with the Firm.


Duties and Responsibilities

The Investment Counselor will focus in the following areas:

·   Primary point of contact for client initiated inquiries

·   Primary responsibility for management and maintenance of the Firm’s Annual Client Review process

·   Primary responsibility for client financial planning activities

·   Primary responsibility for inputs to and maintenance of client information in the Firm’s CRM

·   Compile account paperwork for client meetings and review

·   Assist clients in completing firm and custodian paperwork as needed

·   Assist with client asset transfers

·   Assist with client requests (e.g., wire transfers, check requests) as directed by client

·   Back-up coverage for portfolio accounting system updates

·   Assist with regular office functions such as phone answering and UPS requests