The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and overseeing the asset transfer process. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering a supportive culture with extensive internal resources and personalized career development. The role includes comprehensive benefits such as fully paid health premiums and a 401(k) match, set within an inclusive workplace dedicated to bettering the investment universe.