Investment Counselor Investment Counselor …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Last application, 30 May 20
Competitive
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Last application, 30 May 20
Competitive
Investment Counselor
Investment Counselor Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Investment-Counselor_JR002446-1/apply

By joining Eaton Vance, youll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose

Deliver customized wealth management solutions to individuals, families, endowments and foundations, consistent with client objectives and risk tolerances.

Primary Responsibilities:

  • Deliver customized wealth management solutions to individuals, families, endowments and foundations, consistent with client objectives and risk tolerances.
  • Investigate and uncover clients' holistic wealth planning needs, goals and issues through a systematic and detailed discovery process. 
  • Help clients to prioritize objectives, and then develop, implement and monitor investment strategies to achieve clients' goals and address needs and issues. 
  • Develop new client relationships through individual and group business development efforts.
  • Deliver outstanding client service, with regular communication and prompt attention to client needs. 

Job Requirements:

  • BS/BA and a minimum of 5 years of investment management experience. MBA and/or CFA a strong plus.
  • Proven ability to build relationships and deliver world-class client service. Demonstrated ability to work in a team environment.
  • Outstanding oral and written communication skills. Strong analytical skills and financial markets expertise. Strong computer skills

This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Posted 30+ Days AgoFull timeJR002446

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe. 

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