Financial Billing Advisor

2 weeks ago


Clearwater FL, United States Fisher Investments Full time
Position Overview:
As a Financial Billing Advisor, you will serve as a key representative of Fisher Investments, working closely with a designated group of affluent clients. Our firm has been dedicated to enhancing the investment landscape since its inception in 1995.

Role Responsibilities:
- Utilize your financial expertise to contribute positively to our clients' investment journeys.
- Operate within a structured environment that distinctly separates sales from client service, allowing you to focus solely on client needs.
- Engage with clients across the United States, acting as their primary point of contact.
- Benefit from our fee-only fiduciary model, ensuring that your compensation is aligned with the best interests of our clients, free from commission-based incentives.
- Participate in our comprehensive training program designed to deepen your understanding of finance and capital markets, equipping you with the knowledge to articulate our unique investment philosophy.
- Cultivate strong, trusting relationships with clients, guiding them through our top-down portfolio strategy and keeping them informed about significant market developments.
- Conduct quarterly outreach to clients to assess their asset allocation and ensure 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.

Qualifications:
- A minimum of 2 years of experience in fostering trust and developing client relationships within the financial sector.
- Possession of a Series 65 license (assistance will be provided upon commencement).
- A Bachelor's degree or equivalent professional experience.

Why Choose Fisher Investments:
- We are driven by a greater mission: to enhance the investment universe.
- Enjoy comprehensive benefits, including 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
- Benefit from 20 days of paid time off, in addition to 10 paid holidays (specific provisions apply for California employees).
- Access family support programs, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
- Take advantage of a $10,000 benefit for fertility, hormonal health, and family planning.

Fisher Investments is an Equal Opportunity Employer.
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