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Investment Advisor
2 months ago
About the Role:
As a Wealth Management Consultant at Fisher Investments, you will serve as the primary contact for our esteemed clients across the United States. Our firm is dedicated to a unique model that emphasizes the separation of sales and client service, allowing you to focus solely on delivering exceptional client experiences without the distractions of traditional financial advisory roles.
Your Responsibilities:
- Establish and nurture strong relationships with high-net-worth clients, guiding them through our comprehensive investment strategies.
- Conduct quarterly reviews with clients to assess their asset allocation and ensure alignment with their long-term financial objectives.
- Collaborate with our internal teams, including portfolio managers and research analysts, to provide clients with informed insights and recommendations.
Your Qualifications:
- A minimum of 2 years of experience in client relationship management within the financial services sector.
- Possession of or willingness to obtain a Series 65 license.
- A bachelor's degree or equivalent professional experience.
- A client-centric mindset with a consultative approach to financial advising.
Why Choose Fisher Investments:
At Fisher Investments, we are committed to a greater mission: enhancing the investment landscape. Our inclusive culture and tailored development programs ensure that every employee thrives. We offer a range of exceptional benefits, including:
- Comprehensive medical, dental, and vision coverage at no cost for you and your eligible dependents.
- A generous 401(k) matching program.
- 20 days of paid time off, in addition to 10 paid holidays.
- Support programs for families, including paid leave for primary caregivers and adoption assistance.
- Financial assistance for fertility and family planning services.
Fisher Investments is an Equal Opportunity Employer.
