Investment Advisor
4 weeks ago
We are seeking a highly skilled Investment Counselor to join our team at Fisher Investments. As an Investment Counselor, you will be responsible for building and maintaining relationships with our high-net-worth clients, providing them with expert investment advice and guidance.
Key Responsibilities- Develop and implement customized investment strategies for clients, taking into account their individual financial goals and risk tolerance.
- Conduct regular portfolio reviews and provide clients with detailed analysis and recommendations for improvement.
- Collaborate with our sales team to identify new business opportunities and grow our client base.
- Stay up-to-date with market trends and economic developments, and communicate this information to clients in a clear and concise manner.
- 2+ years of experience in the finance industry, with a focus on investment counseling or portfolio management.
- Series 65 license (we will provide support for obtaining this license).
- Bachelor's degree or equivalent work experience.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- A competitive salary range of $85,000 - $125,000 per year, depending on experience.
- A discretionary bonus based on firm and individual performance.
- A comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.
Fisher Investments is a fee-only fiduciary firm that is committed to providing our clients with the best possible investment advice and service. We take pride in our inclusive culture, our learning and development framework, and our Great Place to Work Certification. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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