
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 facilitating asset transfers. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering ongoing coaching and a collaborative culture. The firm emphasizes professional growth through a customized learning framework and provides comprehensive benefits including full health coverage and a 401(k) match. The role is based on-site within the New Client Conversion group.

