Financial Advisor

4 weeks ago


Camas, Washington, United States Fisher Investments Full time
Investment Counsellor Opportunity

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
Requirements:

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
What We Offer:

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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