Financial Advisor

1 month ago

Camas, Washington, United States Fisher Investments Full time

{"The Opportunity": "As a UK Investment Counsellor, you will be the central voice of Fisher Investments International, working from the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.", "The Day-to-Day": "As a UK Investment Counsellor, you will work with our UK clients to build a trusting and professional relationship. You will 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. You will educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape. You will rely on our sales team to gradually build your roster of high-net-worth clients within the first year. You will demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities.", "Your Qualifications": "To be successful in this role, you will need to have a Bachelor's degree or equivalent work experience. You will need to have 2+ years of experience in asset management, financial and client services. You will be required to pass the Series 65 exam or equivalent. You will need to achieve results and provide unparalleled service. You will need to have a thoughtful consultative approach with an emphasis on client focus.", "Compensation": "You will be eligible for a base salary of $80,000 - $130,000 per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. You will be 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, our learning and development framework customized for every employee, and our 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, and $10,000 fertility, hormonal health and family-forming benefit.", "FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER"}

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