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Investment Advisor
2 months ago
Overview:
As a pivotal member of our Private Client Group, you will serve as the primary contact for our esteemed clients, providing expert guidance and support. At Fisher Investments, we have cultivated a unique approach since our inception in 1995, emphasizing a clear distinction between sales and client service roles. This allows you to focus solely on enhancing the investment experience for our high-net-worth clientele.
Your Role:
In the capacity of an Investment Counselor, you will be the representative of Fisher Investments for our clients across the United States. Collaborating closely with our internal portfolio strategists, research teams, and dedicated client service professionals, you will ensure that our clients receive unparalleled service. Our commitment to being a fee-only fiduciary firm means that your compensation is aligned with the best interests of our clients, free from commission-based incentives.
Daily Responsibilities:
- Establish and nurture strong relationships with clients, educating them on our comprehensive portfolio strategies and significant market developments.
- Engage proactively with clients on a quarterly basis to assess their asset allocation and ensure alignment with their long-term financial objectives.
- Leverage our sales team to gradually expand your portfolio of high-net-worth clients within your first year.
Qualifications:
- A minimum of 2 years of experience in building trust and fostering client relationships within the financial sector.
- Possession of Series 65 (assistance will be provided upon commencement).
- A Bachelor’s degree or equivalent professional experience.
- A consultative approach that prioritizes client needs and focuses on delivering value.
Why Choose Fisher Investments:
At Fisher Investments, we are driven by a greater mission: to enhance the investment landscape. We take pride in our inclusive culture and our tailored learning and development programs designed for every employee. Our commitment to our people is reflected in our exceptional benefits, which include:
- Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
- A generous 401(k) match, up to the IRS maximum.
- 20 days of paid time off, in addition to 10 paid holidays.
- Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
- A $10,000 benefit for fertility, hormonal health, and family planning.
Fisher Investments is an equal opportunity employer.
