Wealth Management Advisor

6 days ago

Plano, United States Fisher Investments Full time

Join our renowned firm as a Wealth Management Advisor, where you will inherit a roster of high-net-worth clients and stop prospecting. Since 1995, Fisher Investments has been dedicated to enhancing the investment experience for private clients. With a well-defined structure that separates sales from client service, you can focus entirely on providing exceptional service without juggling multiple roles. The Opportunity: As a Wealth Management Advisor, you will be the primary contact for Fisher Investments' clients in the United States. You will collaborate with our internal portfolio managers, research teams, and client service associates to deliver unparalleled service. Our status as a fee-only fiduciary firm ensures that your compensation aligns with our clients' best interests, steering clear of commissions. Our in-depth training program will elevate your understanding of finance and capital markets, providing you with the tools to succeed. You will be supported by your group manager, who has extensive experience in the role, to help you navigate client relationships and advance your career. Your Day-to-Day Responsibilities: Serve as the cornerstone of our Private Client Group by fostering trusting relationships with clients, educating them about our top-down portfolio strategy, their investments, and key market developments. Proactively reach out to clients quarterly to assess their asset allocation and ensure alignment with their long-term financial objectives. Count on our sales team to help gradually build your portfolio of high-net-worth clients within your first year. Your Qualifications: A minimum of 2 years of experience in building trust and client relationships within the finance sector. Possession of Series 65 or willingness to obtain it upon starting. A Bachelor's degree or equivalent life experience. A consultative approach that emphasizes a client-first focus. Why Choose Fisher Investments: We are driven by a mission to improve the investment landscape. Our culture embraces inclusivity, and we customize our learning and development framework for every employee, cementing our status as a Great Place to Work. Our exceptional benefits include: 100% paid medical, dental, and vision premiums for you and your qualifying dependents. A 50% 401(k) match, up to the IRS maximum. 20 days of PTO, plus 10 paid holidays. Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 in fertility and family health assistance, as well as backup care for children, adults, and elders. This role is in-office, but may be eligible to participate in a hybrid work-from-home program based on your position, tenure, and performance. Fisher Investments is an equal opportunity employer.

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