VP Investment Counselor
🏢 Banco de Credito e Inversiones
📍 Miami, Miami-Dade County
🕒 Publicado hace 7 horas atrás
💵 Salario
$116,199 - $116,199/año
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Descripción del empleo
Job Description Job Description JOB SUMMARY The Investment Counselor is responsible for providing high-touch, comprehensive investment guidance and tailored solutions to clients within the Wealth Management Division of a bank’s broker-dealer. This role requires the ability to analyze and assess clients’ financial goals, risk tolerance, and investment needs while offering personalized portfolio management and investment advice. Investment Counselors work closely with Financial Advisors, Private …
Fuente: Adzuna