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Senior Investment Consultant

The Investment Counsel Company
Las Vegas , NV

Senior Investment Consultant
Direct Supervisor: Chief Executive Officer
Summary:
The Investment Counsel Company, Nevada’s first investment management consulting firm and a recognized leader in the industry, is seeking 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.

Location: Las Vegas, Nevada
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.

Requirements:
• 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.

Qualifications:
• 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 lynn@iccnv.com

To place your recruitment or general classified ad in the InvestmentNews Career Connection section, contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.