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Wealth Management Advisor

2 months ago

Portland, Oregon, United States Fisher Investments Full time
Position Overview:
As a Wealth Management Advisor at Fisher Investments, you will serve a designated group of affluent clients, leveraging our established approach that has been refined since 1995.

Our firm emphasizes a clear distinction between sales and client service roles, allowing you to focus solely on client relationships without the burden of multiple responsibilities typical in other financial advisory roles.


Your Role:
In this position, you will represent Fisher Investments to our clientele across the United States.

As a fee-only fiduciary firm, our compensation model is designed to align with the best interests of our clients, ensuring that you can provide unbiased advice without the influence of commissions.

Fisher Investments offers a comprehensive training program that equips you with in-depth knowledge of finance and capital markets, enhancing your understanding of our distinctive investment philosophy.


Key Responsibilities:
- Cultivate and maintain strong relationships with clients, guiding them through our top-down portfolio strategy and educating them on their investments and significant market developments.
- Engage with clients on a quarterly basis to assess their asset allocation and confirm 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.
- Bring at least 2 years of experience in building trust and fostering client relationships within the financial sector.
- Obtain a Series 65 license (assistance provided upon starting).
- Hold a Bachelor's degree or possess equivalent professional experience.
- Be eligible 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. Enjoy comprehensive benefits including:
- 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
- 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 options.

Fisher Investments is an Equal Opportunity Employer.