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Investment Counselor

2 months ago

Clearwater FL, United States Fisher Investments Full time
Investment Counselor Role

As 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 Responsibilities
  • 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 relationships within the finance industry
Requirements
  • ~ Series 65 (we will help you obtain upon starting)
  • ~ Bachelor's degree or equivalent work experience
Why Fisher Investments?

We work for a bigger purpose: bettering the investment universe. Our benefits include:

  • 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
  • $10,000 fertility, hormonal health, and family-forming benefit

Fisher Investments is an equal opportunity employer.