Thursday, January 17, 2013

Sr Investment Consultant, The Investment Counsel Co. - Las Vegas, NV

Senior Investment ConsultantLocation: Las Vegas, Nevada
Direct Supervisor:        Chief Executive Officer
Summary:          The Investment Counsel Company, Nevada’s first investment management consulting firm and a recognized leader in the industry, seeks a Senior Investment Consultant (IC) who will make a significant contribution by providing valued guidance, perspective, and judgment to current and prospective clients and capitalizing on business opportunities consistent with continuing to build a world-class financial organization.

Salary Range:  $125,000 - $200,000 base salary, commensurate with experience, comprehensive benefits package and bonus.
Executive Management Responsibilities:
  • Management Committee Member sharing responsibility for the development, organization and coordination of ICC’s team and resources necessary for achievement of company goals and objectives.
  • Assist in implementation and management of business model strategies, tactics, and skills.
  • Investment Committee Member working collaboratively with research team to develop and oversee company investment opportunities. 
  • Research new investment products, strategies, and concepts.
  • Stay at the forefront of investment and other related knowledge (economic, financial, political, and tax related information and theory) necessary to service Firm’s target client market.
  • Create Firm commentary and other correspondence for dissemination to clients and outside sources.
Client Management Responsibilities:
  • Develop, coordinate, oversee preparation and conduct presentations and review meetings.
  • Identify and confirm client needs for development and maintenance of Investment Policy Statement (IPS) in accordance with their stated objectives.
  • Collect data, construct and present cash flow analyses.
  • Guide clients in developing asset allocation strategy.
  • Prepare and present investment implementation strategy.
  • Educate clients regarding their current investment strategy, related portfolio analytics and tax information.
  • Communicate ICC’s outlook on current investment, economic, and political environment.
  • Prepare and conduct 401(k) participant education meetings.
  • Oversee and ensure promised services and activities resulting from client meetings are completed.
  • Maintain confidentiality and serve clients with the highest integrity and professionalism as well as demonstrate a strong commitment to provide quality service.
  • Strong investment knowledge with ability to present complex information in a manner that enables clients to make informed investment decisions.
  • Commitment to Firm values, mission and ethical standards.
  • Commitment to continuous learning and staying well-informed of developments, trends, practices and legalities in the investment consulting industry.
  • Detail-oriented with high degree of accuracy.
  • Ability to excel in a dynamic, fast-paced environment.
  • Provide a model for hard work, timeliness, and positive attitude.
  • Ability to mentor and train ICC team members.
  • Self-motivated with ability to work independently and under direction.
  • Work collaboratively with others, doing whatever is needed, big or small to achieve a successful outcome.
  • Extensive knowledge of existing investment management consulting and business software as well as propensity to master new programs.
  • Bachelor’s degree required
  • Advanced degree and professional designations preferred (CFA, CIMA, CFP, etc.)
  • Minimum of seven (7) years of investment industry experience
  • Advanced analytical skills and math aptitude.
  • Experienced and articulate presentation, written and verbal communication skills
  • Excellent interpersonal skills
  • Advanced Microsoft Office proficiency
To Be Obtained:
  • Series 65 or equivalent
  • Certified Investment Management Analyst (CIMA)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Other accreditations and/or certifications as required
Travel Requirements:       Minimal

To Apply:  Please submit resume and cover letter to Lynn LeMond at

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