Investment Counselor Opportunities in Fee-Only Fiduciary Firm
2 weeks ago
About Fisher Investments
">Fisher Investments is a fee-only fiduciary firm committed to bettering the investment universe. With a focus on private clients, we've developed a specialized approach since 1995.
Our unique structure separates sales and client service, allowing you to focus on building strong relationships with our high-net-worth clients.
The Opportunity
As an Investment Counselor, you'll be the voice of Fisher Investments to our clients in the United States. You'll partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional service.
We're a fee-only firm, meaning our compensation aligns with our clients' best interests – no commissions here
Your Role
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- Be the heart of our Private Client Group, building trusting relationships with clients and educating them on our top-down portfolio strategy, investments, and important market events.
- Proactively connect with clients quarterly to review asset allocation and ensure we're on track to meet their long-term financial goals.
- Rely on our sales team to help build your roster of high-net-worth clients within the first year.
Requirements
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- 2+ years of experience instilling trust and building client relationships in the finance industry.
- Series 65 (we'll help you obtain upon starting).
- Bachelor's degree or equivalent work experience.
- A consultative approach with an emphasis on client focus.
Compensation
$85,000 - $130,000 base salary per year in Washington state, with opportunities for discretionary bonuses based on firm and individual performance.
Why Fisher Investments?
We prioritize our employees' growth and well-being, offering:
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- 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 weeks of Paid Primary Caregiver Leave, fertility, family forming, hormonal health assistance, and back-up child, adult, and elder care.
- $10,000 fertility, hormonal health, and family-forming benefit.
Fairness and Inclusion
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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