Investment Counselor

4 months ago

Portland, United States Fisher Investments Full time

Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $85,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 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 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Portfolio Counselor

    3 weeks ago

    Portland, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Portfolio Counselor

    3 weeks ago

    PORTLAND, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Portfolio Counselor

    2 months ago

    Portland, OR, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Medical Sales Counselor

    2 months ago

    Portland, OR, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and...

  • Portfolio Counselor

    4 months ago

    Portland, OR, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Counselor/Social Worker

    1 month ago

    Portland, United States Mindful Mental and Behavioral Health PLLC Full time $65,000 - $90,000

    Mental Health Counselors and Social Workers. Remote and Hybrid Positions Available in Portland, Oregon.We respond only to applicants who meet all of our requirements and complete our Employment Application in full at www.mmbhcare.com/join-our-teamCome join our team! At Mindful Mental and Behavioral Health PLLC, we value our employees and our culture of...

  • Mental Health Counselor

    1 month ago

    Portland, United States Mindful Mental and Behavioral Health PLLC Full time $65,000 - $90,000

    Mental Health Counselors. Remote and Hybrid Positions Available in Portland, Oregon.*We respond only to applicants who meet all of our requirements and complete our Employment Application in full at www.mmbhcare.com/join-our-team*Come join our team! At Mindful Mental and Behavioral Health PLLC, we value our employees and our culture of respect,...

  • Behavioral Health Clinician

    22 hours ago

    Portland, United States Maine Medical Center Full time

    Description MaineHealth Behavioral Health Professional - Clinical Req #: 3414 For a limited time MaineHealth is offering up to $10,000 Sign on bonus for all eligible Clinicians! Eligible candidates are hired (offer accepted) into a Full or Part time Clinician position. Bonus amount prorated for Part time hires, per diem hires are ineligible. Current...

  • Behavioral Health Clinician

    3 weeks ago

    Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral HealthProfessional - ClinicalReq #: 12509For a limited time MaineHealth is offering up to$10,000 Sign on bonus for all eligible Clinicians! Eligible candidates are hired (offer accepted) into a Full or Part time Clinician position. Bonus amount prorated for Part time hires, per diem hires are ineligible.Current MaineHealth...

  • Social Worker

    18 hours ago

    Portland, United States Maine Medical Center Full time

    Description Maine Medical Center Professional - Clinical Req #: 1622 ~ Per Diem / As Needed Position ~ Maine state licensure to practice as a Licensed Clinical Social Worker (LCSW) or Licensed Masters Social Worker - Clinical Conditional (LMSW-CC) is required Position Summary This is a position for the professional social worker that involves the evaluation...

  • Social Worker

    2 months ago

    Portland, United States Maine Medical Center Full time

    Description Maine Medical CenterProfessional - ClinicalReq #: 1622~ Per Diem / As Needed Position ~Maine state licensure to practice as a Licensed Clinical Social Worker (LCSW) or Licensed Masters Social Worker - Clinical Conditional (LMSW-CC) is requiredPosition SummaryThis is a position for the professional social worker that involves the evaluation of...

  • Social Worker

    3 weeks ago

    Portland, United States MaineHealth Full time

    Description Maine Medical CenterProfessional - ClinicalReq #: 1622~ Per Diem / As Needed Position ~Maine state licensure to practice as a Licensed Clinical Social Worker (LCSW) or Licensed Masters Social Worker - Clinical Conditional (LMSW-CC) is requiredPosition Summary This is a position for the professional social worker that involves the evaluation of...

  • Clinician - Outpatient Therapy

    1 month ago

    Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral Health Professional - Clinical Req #: 43 For a limited time MaineHealth is offering up to$10,000 Sign on bonus for all eligible Clinicians! Eligible candidates are hired (offer accepted) into a Full or Part timeClinicianposition. Bonus amount prorated for Part time hires, per diem hires are ineligible. Current MaineHealth...

  • Clinician - Outpatient Therapy

    2 months ago

    Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral Health Professional - Clinical Req #: 43 For a limited time MaineHealth is offering up to$10,000 Sign on bonus for all eligible Clinicians! Eligible candidates are hired (offer accepted) into a Full or Part timeClinicianposition. Bonus amount prorated for Part time hires, per diem hires are ineligible. Current MaineHealth...

  • Social Worker

    21 hours ago

    Portland, United States MaineHealth Full time

    Description Maine Medical Center Professional - Clinical Req #: 38 For a limited time MaineHealth is offering up to$5,000 Sign on bonus for all eligible Social Workers! Eligible candidates are hired (offer accepted) into a Full or Part time Social Worker position. Bonus amount prorated for Part time hires, per diem hires are ineligible. Current MaineHealth...

  • Clinician

    1 month ago

    Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral HealthProfessional - ClinicalReq #: 289~ Per Diem / As Need Position ~Maine state licensure to practice as a Licensed Clinical Social Worker (LCSW), Licensed Masters Social Worker - Clinical Conditional (LMSW-CC), Licensed Clinical Professional Counselor (LCPC) is requiredPosition highlights:A unique opportunity to join a...

  • Licensed Clinical Social Worker

    3 weeks ago

    Portland, United States MaineHealth Full time

    Description Maine Medical CenterProfessional - ClinicalReq #: 3807For a limited time MaineHealth is offering up to$10,000 Sign on bonus for all eligible Social Workers!Eligible candidates are hired (offer accepted) into a Full or Part time Social Worker position. Bonus amount prorated for Part time hires, per diem hires are ineligible.Current MaineHealth...

  • Clinical Support Specialist

    1 month ago

    Portland, Maine, United States Spurwink Services Full time

    About Spurwink ServicesWe are a leading provider of comprehensive psychiatric and crisis support services. Our team is dedicated to delivering high-quality care to individuals and families in need.Job SummaryWe are seeking an organized and skilled Overnight Clinician to join our team. As a key member of our clinical staff, you will provide comprehensive...

  • Behavioral Health Clinician

    24 hours ago

    South Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral Health Professional - Clinical Req #: 12509 For a limited time MaineHealth is offering up to$10,000 Sign on bonus for all eligible Clinicians! Eligible candidates are hired (offer accepted) into a Full or Part time Clinician position. Bonus amount prorated for Part time hires, per diem hires are ineligible. Current...

  • Program Manager

    3 weeks ago

    Portland, United States MaineHealth Full time

    Description MaineHealth Behavioral HealthManagement/LeadershipReq #: 3324~ 40 Hours/week, Full-time, Monday - Friday, Day shift ~Maine state licensure to practice as a Licensed Clinical Social Worker (LCSW), Licensed Clinical Professional Counselor (LCPC) or Ph.D. is preferredPosition SummaryThe Program Manager will maintain primary accountability for the...