Investment Portfolio Manager
5 days ago
As an Investment Counselor at Fisher Investments, you will be the voice of our firm 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 provide exceptional service to our clients. 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 approach. You will report to your group manager, who will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Be the heart of our Private Client Group, building trusting relationships with our clients and educating 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 relationships 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. 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.
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