Investment Counselor

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as an Investment Counselor. As an Investment Counselor, you will be provided with a roster of high-net-worth clients to provide our client’s specialized approach focusing on their private clients and use your financial experience to better the established investment space.

ABOUT THE ROLE

• Become the voice of our client and partner with the firm’s internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible, while making sure the compens...