Financial Services Professional

7 days ago


Gresham, Oregon, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a skilled Investment Counselor to join our team. As an Investment Counselor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions.
  • Investment Strategy: Collaborate with internal portfolio decision-makers and research teams to develop and implement investment strategies that align with client goals.
  • Client Communication: 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.
Requirements
  • Experience: 2+ years of experience in the finance industry, with a proven track record of building and maintaining client relationships.
  • Education: Bachelor's degree or equivalent work experience.
  • License: Series 65 (Fisher Investments will assist with obtaining this license upon starting).
  • Skills: Thoughtful consultative approach with an emphasis on client focus.
What We Offer
  • Compensation: $85,000 - $125,000 base salary per year in the state of WA, with eligibility for a discretionary bonus based on firm and individual performance.
  • Benefits: 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, and exceptional family support programs.
About Fisher Investments

Fisher Investments is a fee-only fiduciary firm committed to bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our team is dedicated to providing exceptional service to our clients and making a positive impact in the community.



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