Financial Advisor

2 days ago


Arlington, Texas, United States Fisher Investments Full time

At Fisher Investments, we're dedicated to bettering the investment universe. As an Investment Counselor, you'll be the voice of our firm to our high-net-worth clients in the United States. You'll partner with our internal portfolio decision-makers, research teams, and sales team to deliver exceptional client service. Our commitment to being a fee-only fiduciary firm means our compensation structure aligns with our clients' best interests, without relying on commissions.

Our unique training program offers an elevated finance and capital markets education, helping you understand our firm's approach. You'll report to a group manager with previous experience in the role, who will assist you in navigating client relationships and provide personalized career development.

The Opportunity:

As an Investment Counselor, you'll be responsible for:

  • Building trusting relationships with our clients and educating them on our top-down portfolio strategy, their investments, and important market events
  • Proactively connecting 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
  • Relying on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of experience instilling trust and building client relationships within the finance industry
  • Series 65 (we'll 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 offer a supportive culture, a learning and development framework customized for every employee, and a Great Place to Work Certification. Our 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, 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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