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Investment Counselor
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Clearwater, FL, United States Fisher Investments Full timeInvestment Counselor RoleFisher Investments is seeking a skilled Investment Counselor to join our Private Client Group. As an Investment Counselor, you will be the voice of our firm to our high-net-worth clients in the United States.Key Responsibilities:Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on...
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Investment Counselor
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Clearwater, FL, United States Fisher Investments Full timeInvestment Counselor RoleAs an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. Our commitment to being a fee-only fiduciary firm means our compensation structure aligns with our clients' best interests, without relying on commissions.Key ResponsibilitiesProactively connect with...
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Investment Counselor
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Clearwater, FL, United States Fisher Investments Full timeInvestment Counselor RoleAs an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. We are seeking a skilled finance professional to join our Private Client Group and build trusting relationships with our clients.Key ResponsibilitiesProactively connect with clients on a quarterly...
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Investment Counselor
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Clearwater, FL, United States Fisher Investments Full timeInvestment Counselor RoleAs an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. We are seeking a skilled finance professional to join our Private Client Group and build trusting relationships with our clients.Key Responsibilities:Proactively connect with clients on a quarterly...
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Investment Counselor
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Clearwater, FL, United States Fisher Investments Full timeInvestment Counselor RoleAs an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. Our commitment to being a fee-only fiduciary firm means our compensation structure aligns with our clients' best interests, without relying on commissions.Key ResponsibilitiesProactively connect with...
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Clearwater, United States Fisher Investments Full time{"title": "Investment Counselor Opportunity", "subtitle": "Join Fisher Investments as a Financial Services Professional", "content": "Fisher Investments is seeking a skilled Investment Counselor to join our team. As a Financial Services Professional, you will be responsible for building trusting relationships with our clients and educating them on our...
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Clearwater, United States Fisher Investments Full time{"The Opportunity": "As a Financial Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service. Our commitment to being a fee-only fiduciary firm...
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Clearwater, FL, United States Fisher Investments Full timeStop 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....
Investment Counselor
3 months ago
Job Description 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 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 (*17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care $10,000 fertility, hormonal health and family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
