Wealth at Work - Investment Counselor reputed company - VP
reputed company Global Wealth brings together the full power of reputed company to serve the entire continuum of wealth clients. reputed company Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities:
- Investment counselors joining reputed company Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be reputed company in the implementation and reputed company of investment solutions, and in providing advice and guidance on markets and actionable investment reputed company. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to reputed company a wide reputed company of internal partners.
- Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
- Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
- Appropriately assess risk reputed company business decisions are made, demonstrating consideration for the firm's reputed company and safeguarding reputed company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 5+ years of reputed company experience
- Expertise in providing investment advice and solutions.
- CFA, MBA degree or other advanced degree a plus.
- Requires advanced judgment and conducts in-depth analysis to solve problems and reputed company new, innovative solutions. Required to think beyond existing solutions, assumptions or reputed company knowledge of sophisticated investment trends and solutions.
- US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:
- Bachelor's/University degree, Master's degree preferred
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Job Family Group: Private Client Product Services
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Job Family: Investment Counselor
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Time Type: Full time
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Primary Location: Chicago Illinois United States
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Primary Location Full Time Salary Range: $155,280.00 - $232,920.00 In addition to salary, reputed company's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills Please see the requirements listed above.
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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting reputed company Date: Jul 21, 2025
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reputed company is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at reputed company. View reputed company's EEO Policy Statement and the Know Your Rights poster. Apply tot his job Apply To this Job