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Portfolio Counselor CFP - Asset Management

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POST DATE 9/16/2016
END DATE 4/26/2017

DM Stone San Francisco, CA

San Francisco, CA
AJE Ref #
Job Classification
Full Time
Job Type
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Job Description - Portfolio Counselor (CFP)Portfolio Counselors are the client relationship managers, providing investment guidance and advice through phone conversations, email and face to face meetings. They learn about clients' financial circumstances through direct interaction and then work with our Portfolio Managers in the creation of portfolio recommendations based on each client's particular needs. Portfolio Counselors are assigned existing and new high net worth clients - no prospecting or cold calling - with the goal of building long-term relationships. Their objective is to gain a complete understanding of each client's investment needs and to make sure their portfolio is consistently appropriate. Portfolio Counselors reach out to clients proactively, explaining the firm's current economic outlook, educating clients on our investment philosophy, and addressing any questions or needs raised by clients. Additionally, Portfolio Counselors work to grow their books through additions and referrals from existing clients.The CERTIFIED FINANCIAL PLANNER designation is required for this position. We offer financial plan analysis to existing clients, with the goals being to assess and display the current financial situation and to also forecast possible future scenarios based on malleable assumptions. The Portfolio Counselor will work with the client to gather all pertinent information, develop an extensive report to clearly present that data, and then explain to the client w


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