Expert Financial Portfolio Advisor

3 weeks ago

Camas, United States Fisher Investments Full time

Fisher Investments, a fee-only fiduciary firm, seeks an experienced Investment Counsellor to service high-net-worth clients in Canada from its Camas, WA location. This onsite role offers a unique opportunity to use your finance expertise to better the investment universe.

The Opportunity

As an Investment Counsellor, you will be the voice of Fisher Investments to Canadian clients. You will partner with internal portfolio decision-makers, research teams, client service associates, and sales teams to provide exceptional client service. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with clients' best interests without relying on commissions.

This position offers an elevated finance and capital markets education through our unique training program. You will report to a group manager with previous experience in the role, who will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day
  • Work with Canadian clients to build trusting and professional relationships.
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
  • Educate clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape.
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
Qualifications
  • CFA (passed any level) and Series 65 (we will help you obtain upon starting).
  • 4+ years of experience with portfolio management and client relationship building.
  • Bachelor's degree.
  • A thoughtful consultative approach with an emphasis on client focus.
Compensation

$95,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, learning and development framework customized for every employee, and Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents.
  • A 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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
  • $10,000 fertility, hormonal health, and family-forming benefit.

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