Job Description

FULL TIME DIRECT HIRE

QUALIFICATIONS:

• 3+ YEARS OF EXPERIENCE IN ASSET MANAGEMENT, FINANCIAL AND CLIENT SERVICES
• REQUIRED TO PASS THE SERIES 65 EXAM OR EQUIVALENT
• PREVIOUS INVESTMENT INDUSTRY EXPERIENCE
• DRIVE RESULTS AND PROVIDE UNPARALLELED SERVICE
• ABILITY TO THINK CRITICALLY AND MANAGE COMPLEXITY WITH A CONSULTATIVE COMMUNICATION STYLE

OPPORTUNITY:

• The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point contact for our high-net-worth clients.
• Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to AUM growth.
• Receive ongoing sales coaching in an energetic environment.
• Benefit from our internal support teams including Research, Operations and the Investment Policy Committee (IPC).
• Positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility by building transparent relationships with clients.
• You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.

THE DAY-TO-DAY:

PORTFOLIO COUNSELORS RESPONSIBILITIES INCLUDE:

• Educate clients on what it means to work with client firm
• Articulate investment philosophy to clients
• Align our portfolio strategy with clients’ goals
• Oversee the transfer of clients’ assets
• Monitor the implementation of clients’ portfolios
• Collaborate with several teams to provide unparalleled service
• Introduce clients to their long-term relationship manager

BENEFITS:

• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

Company Description

HirePower Personnel, Inc. (HPP) is a woman-owned and operated Staffing and IT Professional Services business incorporated in 2002. HPP continually assesses the business climate and develops staffing applications to meet our client’s needs. Exceptional customer service and a results-oriented approach to employment enable us to create the right fit for both the client and employee. HPP holds Historically Underutilized Business (HUB) and Women’s Business Enterprise (WBE) Certifications. We have provided support to clients in the following segments: Information Technology, Refining & Marketing, Exploration & Production, Healthcare, Manufacturing Retail Distribution, Logistics, Payroll & Resource Planning Optimization, Geology & Geophysical, Finance, Administration, Customer Service, and Automotive. HPP has a proven track record of successfully managing multiple projects and revenue streams over $4M annually per project. Our thorough vetting system includes extensive background checks, drug screening, a proprietary resume database of qualified personnel and account-specific recruiters to ensure comprehensive service and true partnership. We also have a Global Resourcing Center based in Romania that allows us to work around the clock sourcing candidates to fulfill your staffing needs.