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Investment Advisor
2 months ago
As an Investment Advisor at Fisher Investments, you will represent our firm to a distinguished group of high-net-worth clients. Since our inception in 1995, we have honed a specialized methodology aimed at serving our private clientele effectively.
Our organizational structure emphasizes the separation of sales and client service, allowing you to focus solely on client relationships without the distractions typical of a conventional Financial Advisor role.
Your Role:
In this capacity, you will serve as the primary liaison between Fisher Investments and our clients across the United States.
Your collaboration with internal portfolio strategists, research teams, client service professionals, and our esteemed sales force will ensure that our clients receive unparalleled service.
As a fee-only fiduciary firm, our compensation model is designed to align with our clients' best interests, eliminating reliance on commissions.
Fisher Investments provides a comprehensive training program that equips you with an in-depth understanding of our unique investment philosophy and capital markets.
You will report to a group manager who brings valuable experience to guide you in nurturing client relationships and fostering your professional growth.
Daily Responsibilities:
- Act as a central figure in our Private Client Group, cultivating trust with clients and educating them on our investment 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.
- Collaborate with 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 managing client relationships within the financial sector.
- Series 65 certification (assistance will be provided upon commencement).
- A Bachelor's degree or equivalent professional experience.
- A consultative approach that prioritizes client needs.
Compensation Package:
- Base salary ranging from $85,000 to $125,000 annually, commensurate with experience.
- Eligibility for a discretionary bonus based on both individual and firm performance.
Why Choose Fisher Investments:
We are driven by a larger mission: to enhance the investment landscape.
Our inclusive culture, tailored learning and development programs, and recognition as a Great Place to Work reflect our commitment to our employees.
We value our team members and offer exceptional benefits, including:- Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
- A 50% match on 401(k) contributions, up to the IRS limit.
- 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.
