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ILUMIN Education

Santa Clara, California

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University of Southern California (USC)

Los Angeles, California

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Edwardsville, Illinois

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Creighton Preparatory School

Omaha, Nebraska

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Unum

Edina, Minnesota

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London, United Kingdom

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HealthONE

Aurora, Colorado

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Minneapolis, Minnesota

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Aurora, Colorado

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Aurora, Colorado

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Investment Counselor
Description As our Investment Counsellor you'll be partnering with Relationship Managers to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability. You'll be responsible for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client's overall investment portfolio. Every day, you'll build trust with clients and your team in these interactions by learning new concepts and researching information in real-time to provide creative solutions. To thrive in this job, you need experience in portfolio management, brokerage or institutional sales. You must have a Series 7 and 66.


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