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Investment Portfolio Manager

2 months ago

Gresham, Oregon, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a skilled Investment Counselor to join our team. As an Investment Counselor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions.
  • Investment Strategy: Collaborate with internal portfolio decision-makers and research teams to develop and implement investment strategies that align with client goals.
  • Communication: Effectively communicate investment recommendations and market insights to clients, ensuring they are informed and confident in their investment decisions.
Requirements
  • Experience: 2+ years of experience in the finance industry, with a proven track record of building and maintaining client relationships.
  • Education: Bachelor's degree or equivalent work experience.
  • License: Series 65 license (Fisher Investments will provide support for obtaining this license).
  • Skills: Strong consultative approach, excellent communication and interpersonal skills, and a deep understanding of investment products and services.
What We Offer
  • Competitive Compensation: $85,000 - $125,000 base salary per year, with eligibility for a discretionary bonus based on firm and individual performance.
  • Benefits: 100% paid medical, dental, and vision premiums for you and your qualifying dependents, 50% 401(k) match, up to the IRS maximum, 20 days of PTO, plus 10 paid holidays, and exceptional family support programs.
About Fisher Investments

Fisher Investments is a fee-only fiduciary firm committed to providing expert investment advice and guidance to high-net-worth clients. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification.