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Investment Portfolio Manager

2 months ago

Plano, Texas, United States Fisher Investments Full time
{"Overview": "At Fisher Investments, we're dedicated to bettering the investment universe. As an Investment Counselor, you'll play a vital role in delivering exceptional client service and building long-term relationships with our high-net-worth clients.

With a focus on our private clients, we've developed a specialized approach that sets us apart from the rest. Our unique structure ensures that our Investment Counselors can focus on what matters most - providing expert guidance and support to our clients.

As a key member of our Private Client Group, you'll be responsible for:

* Building trusting relationships with our clients and educating them on our top-down portfolio strategy
* Proactively connecting with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals
* Relying on our sales team to gradually build your roster of high-net-worth clients within the first year

If you're passionate about delivering exceptional client service and have a strong background in finance, we encourage you to apply for this exciting opportunity.

**What We Offer:**

* A competitive compensation package that aligns with our clients' best interests
* A comprehensive training program that will help you develop your skills and knowledge
* A collaborative and inclusive work environment that values diversity and inclusion
* A range of benefits that support your physical and mental well-being

**Why Fisher Investments?**

We're committed to making a positive impact on the investment universe. Our team is passionate about delivering exceptional client service and building long-term relationships with our clients. If you share our values and are looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.

**Qualifications:**

* 2+ years of experience in the finance industry
* Series 65 (we will help you obtain upon starting)
* Bachelor's degree or equivalent work experience
* A thoughtful consultative approach with an emphasis on client focus

**Equal Opportunity Employer:**

Fisher Investments is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive work environment that values diversity and promotes equal opportunities for all employees.