Investment Counselor/Financial Advisor

2 weeks ago

Camas WA, United States Fisher Investments Full time

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.  
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. 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. 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
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
~ Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
 
We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 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
~$FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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