Financial Advisor
1 month ago
Fisher Investments International is seeking a skilled Investment Counsellor to join our team in Camas, WA. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.
Key Responsibilities:- Develop and maintain a deep understanding of our clients' financial goals and objectives
- Provide exceptional client service, including quarterly reviews and education on our top-down portfolio strategy
- Collaborate with our sales team to identify new business opportunities and grow our client base
- Stay up-to-date on UK regulatory practices and ensure compliance with all relevant laws and regulations
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial services, or a related field
- Series 65 exam or equivalent required
- Strong analytical and problem-solving skills, with a focus on delivering exceptional client results
- $80,000 - $130,000 base salary per year, with eligibility for discretionary bonus
- 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
- Family Support programs, including 8 week Paid Primary Caregiver Leave and fertility benefits
Fisher Investments is an equal opportunity employer, committed to creating a diverse and inclusive work environment.
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Financial Advisor
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Camas, Washington, United States Fisher Investments Full timeInvestment Counsellor OpportunityFisher Investments International is seeking a skilled Investment Counsellor to join our team in Camas, WA. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key Responsibilities:Develop and maintain a deep understanding of our...
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