Expert Portfolio Manager

6 days ago


Portland, Oregon, United States Fisher Investments Full time
Company Overview

Fisher Investments is a fee-only fiduciary firm committed to bettering the investment universe.

Compensation and Benefits

We offer a competitive base salary of $95,000-$140,000 per year in Camas, WA, with opportunities for discretionary bonuses based on individual and firm performance. Additionally, we provide exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, up to the IRS maximum, and 20 days of PTO plus 10 paid holidays.

Job Description

As an Investment Counsellor at Fisher Investments, you will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional service to our high-net-worth clients in Canada. You will be responsible for building trusting relationships with clients, proactively connecting with them quarterly to review asset allocation, and educating them on our top-down portfolio strategy and market events.

Required Skills and Qualifications

To succeed in this role, you will need a CFA (passed any level) and Series 65 certification, as well as 4+ years of experience in portfolio management and client relationship building. A bachelor's degree and a thoughtful consultative approach with an emphasis on client focus are also essential.

Why Choose Fisher Investments?

We pride ourselves on our inclusive culture, learning and development framework, and Great Place to Work Certification. As an employee, you can expect exceptional benefits, personalized career development, and opportunities for growth and advancement.



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