Financial Advisor
4 weeks 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.
The Role:As an Investment Counsellor, you will work closely with our internal portfolio decision-makers, research teams, and sales team to provide exceptional service to our clients. Your primary responsibilities will include:
- Building and maintaining relationships with clients to understand their financial goals and objectives
- Providing proactive guidance and education on our top-down portfolio strategy and investment options
- Collaborating with our sales team to identify new business opportunities and grow our client base
- Staying up-to-date on market trends and regulatory changes to ensure compliance and provide expert advice to clients
To be successful in this role, you will need:
- A 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 certification
- Excellent communication and interpersonal skills
- A consultative approach with a focus on client needs
Fisher Investments is committed to providing a supportive and inclusive work environment. As an Investment Counsellor, you can expect:
- A competitive base salary of $80,000 - $130,000 per year
- Eligibility for discretionary bonus based on firm and individual performance
- A comprehensive benefits package, including 100% paid medical, dental, and vision premiums, 50% 401(k) match, and 20 days of PTO
- Opportunities for professional growth and development
We are an equal opportunity employer and welcome applications from diverse candidates.
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