Mortgage Originator Jimmy Vercellino, specializing in VA loans, helps veterans use their VA loan benefit to their greatest advantage. For more details call us at 480-351-5904 or visit our site http://www.valoansforvets.com/ The views expressed here are those of the individual author and do not necessarily represent those of First Choice Bank (NMLS #: 177877) and First Choice Loan Services Inc. (NMLS #: 210764), 7600 E. Doubletree Ranch Road, Scottsdale AZ 85258. Equal Housing Lender. www.fcloans.com/disclaimer/ www.fcbhomeloans.com/privacy 7600 E. Doubletree Ranch Road #200 Scottsdale, AZ 85258 Phone: (480) 351-5904 Email: jimmyv@fcbmtg.com http://www.valoansforvets.com http://google.com/+valoansforvets http://facebook.com/valoansforvets

1. INVESTMENT
COUNSELOR CAREER
Why You Should Use a Financial Advisor
Recruiter

2. Are you looking for a position
in the financial services
industry?

3. Big corporations often don't even list the jobs they
have available. As a result, your best bet is to
contact a financial advisor recruiting firm, which
have developed relationships with the top financial
services firms. They have the best, highest paying
jobs on file and are searching for the right person to
fill the position.

4. Privately-held investment management firms manage portfolios
for high net worth clients and institutions.
Investment Counselor / Financial Advisor
Jobs

5. “They search for talented finance
professionals to serve as Investment
Counselors, who are typically assigned to
specific clients.”
Although there are particular qualifications for each
company's job opportunity, there are some areas that
are pretty much the same with them all.

6. Responsibilities of an Investment
Counselor

7.  Oversees high-net-worth client relationships.
 Their focus is on client retention. There is no prospecting,
cold-calling or selling involved.
 Expected to impart current market strategy and portfolio
updates to their assigned clients.
 Act as the liaison between wealthy clients and the
Company’s investment decision-makers.
 Expected to take part in the firm's training and mentoring
program.

8. Qualifications for a Financial Advisor

9. • Bachelor’s degree or equivalent
combination of education and experience.
• At least 3 years' experience in the
investment industry or financial services.
• Strong knowledge of finance and capital
markets.

10. In addition to education and experience, if a
job applicant wants to obtain a top job in the
finance industry, he or she needs to have
developed certain personal skills. To
succeed, they need to…
• Be efficient
• Have excellent time management skills
• Be charismatic with great communication
skills

11. How to Prepare for an Investment Counselor
Career

12. If you’ve obtained your degree but don’t have enough
experience, you may want to investigate intern
programs with investment companies.
If the company you are working for is impressed with
your work, you could be offered a permanent job with
them.
Working as an assistant to a Financial Advisor is
another way to gain experience, especially if you are
given the opportunity to take on more responsibility
over time, working your way up to a full-fledged FA.

13. Your resume is incredibly important when you
approach a financial advisor recruiter. There are
certain things they prefer, and you’d do well to pay
attention to those preferences if you don’t want your
resume tossed away immediately.
• For one, keep your resume to one page only.
• Don’t include personal information such as your
marital status, kids, hobbies and the like – your
resume should only contain your education and
experience.
• Use quality white or off-white paper if you are
sending it in.

14. Never send off a resume until you have
edited it carefully and had at least two
other people review it for errors. If you
are having trouble creating a good
resume, it is well worth the expense to
confer with a professional resume writer.

15. When you’re ready to talk to a
financial advisor recruiter, call
Willis Consulting.

16. Willis Consulting Inc.
Our finance job recruiters are experienced and
know where all the job opportunities are. If you are
seeking a financial advisor, broker, or banking job,
call us at
310-373-7400 or submit your resume:
http://www.willis-consulting.com/apply-financial-
services-job

17. Los Angeles
Corporate Headquarters
Los Angeles Office: Corporate
Headquarters
719 Yarmouth Road, Suite 203
Palos Verdes Estates, CA 90274
310-373-7400 PST

18. Scottsdale Office
Financial Services Recruiters
Scottsdale Office
15051 N Kierland Blvd, Suite
210
Scottsdale AZ 85254
480-361-9490 PST

19. Newport Beach Office:
Financial Services Recruiters
Newport Beach Office
4570 Campus Dr. Suite #29
Newport Beach CA 92660
Phone: 949-252-2128
Fax: 949-252-2127

20. New York Office
Financial Services Recruiters
New York Office
244 5th Avenue
Suite 1855
New York NY 10001
212-726-2041 PST