held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group... Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG...
through the Investment Counselor – Wealthbuilder role. The Opportunity: The Investment Counselor – Wealthbuilder... on our top-down portfolio strategy, their investments and important market events Respond and manage client communication...