Investment Counselor

4 weeks ago

Vancouver, Washington, United States Fisher Investments Full time

Role Overview

Fisher Investments is seeking a skilled Investment Counselor to join our team in Camas, WA. As a key member of our Canadian client service team, you will be responsible for building and maintaining strong relationships with high-net-worth clients in Canada.

Key Responsibilities

  • Partner with internal portfolio decision-makers, research teams, and sales teams to provide exceptional client service
  • Develop and implement customized investment strategies for clients
  • Proactively connect with clients to review their asset allocation and ensure alignment with their long-term financial goals
  • Educate clients on our top-down portfolio strategy and market events

Requirements

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • A consultative approach with an emphasis on client focus

Benefits

  • $95,000 - $140,000 base salary per year in the state of WA
  • Eligible for discretionary bonus based on firm and individual performance
  • 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

About Fisher Investments

We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our team is dedicated to bettering the investment universe, and we invest in our employees with exceptional benefits and opportunities for growth.

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