Investment Counselor Opportunities in Fee-Only Fiduciary Firm

2 weeks ago


Vancouver, Washington, United States Fisher Investments Full time

About Fisher Investments

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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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