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Investment Counselor Role
2 weeks ago
Join a globally diverse investment firm as an Investment Counselor. You will be responsible for building strong relationships with high-net-worth clients and providing them with tailored investment advice.
This role offers the opportunity to work in a fee-only fiduciary firm where our compensation structure aligns with our clients' best interests without relying on commissions.
The ideal candidate will have 5+ years of experience creating and building client relationships within the investment industry, preferably with RG146 certification or equivalent knowledge of Australian and New Zealand asset management regulations.
We offer comprehensive training, development, benefits, and opportunities for a lifelong career in a supportive and inclusive environment.
Benefits:
- 100% paid premiums for top-tier supplemental healthcare (medical, dental, vision) for employees and dependents
- Super contributions as per legislation, up to the maximum contribution base
- 20 days annual leave plus 10 paid holidays
- Employee Assistance Program and wellbeing services
- $10,000* fertility, hormonal health, and family-forming benefit
Key Responsibilities:
- Build trusting relationships with clients
- Educate clients on portfolio strategy and investments
- Review client progress and provide tailored advice
Requirements:
- RG146 certification or equivalent knowledge of asset management regulations
- University degree or equivalent experience
- Thoughtful and consultative approach
