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Financial Advisor

2 months ago

Garland, Texas, United States Fisher Investments Full time
The Opportunity

As an Investment Counsellor at Fisher Investments, you will be the voice of our firm to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our clients.

We are a fee-only fiduciary firm, which means our compensation structure aligns with our clients' best interests without relying on commissions. Our unique training program offers an elevated finance and capital markets education to help you understand our firm's approach.

You will report to your group manager, who will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.

Your Responsibilities
  • Work with our Canadian clients to build trusting and professional relationships
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications
  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus
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
  • $10,000 fertility, hormonal health, and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER