Investment Counselor

Eaton Vance Investment Managers
Boston, MA, USA
Not Specified
02 Jul 2018
20 Aug 2018
Industry Sector
Finance - General
Employment Type
Full Time

By joining Eaton Vance, you'll 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:

Investment professional serving as a Florida based member of EVIC's investment team, while delivering customized wealth management solutions to individuals, families, endowments and foundations.  Individual will play an influential role in representing EVIC's capabilities with current and prospective clients in addition to working collaboratively with the investment research and marketing teams in Boston. This individual will partner with a dedicated Business Development professional in the region to drive growth.

Primary Responsibilities:

•  Investment professional serving as a member of EVIC's investment team with a focus on partnering with business development professional to drive revenue growth.  
•  Play an influential role in representing EVIC's wealth management platform and investment strategies with current and prospective clients. 
•  Deliver customized wealth management solutions to individuals, families, endowments and foundations, consistent with client objectives and risk tolerances. 
•  Maintain a comprehensive and ongoing understanding of EVIC's capabilities and investment strategies, as well as trends in capital markets.

Job Requirements:

•  BS/BA and a minimum of 5 years of investment management experience.
•  MBA and/or CFA and/or CFP a strong plus.
•  Ability to travel frequently.
•  Demonstrated investment knowledge and expertise.
•  Must possess outstanding communication and presentation 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, 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