High Net Worth Portfolio Manager

1 week ago


Garland, Texas, United States Fisher Investments Full time

About Fisher Investments

Fisher Investments is a global investment management firm dedicated to providing fee-only fiduciary services to high net worth individuals. Our team of experienced professionals works tirelessly to deliver exceptional investment results and unparalleled client service.

Estimated Salary: $80,000 - $110,000 per year

The Opportunity

We are seeking an Investment Counsellor to join our Plano, TX office and provide expert portfolio management services to our Canadian clients. As an Investment Counsellor, you will be responsible for building and maintaining relationships with high net worth clients, developing and implementing customized investment strategies, and collaborating with internal teams to deliver exceptional results.

Key Responsibilities:

  • Develop and maintain strong relationships with high net worth clients in Canada
  • Design and implement customized investment portfolios aligned with client goals and risk tolerance
  • Collaborate with internal teams to deliver exceptional client service and results
  • Stay up-to-date on market trends and economic analysis to inform investment decisions

Requirements:

  • CFA (passed any level) and Series 65 certification
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree in a related field
  • Strong analytical and problem-solving skills

Benefits:

  • 100% paid medical, dental, and vision premiums for employees and their dependents
  • 50% 401(k) match up to the IRS maximum
  • 20 days of PTO and 10 paid holidays
  • Family support programs including 8 weeks of paid primary caregiver leave and fertility benefits

About Us

Fisher Investments is committed to creating a diverse and inclusive work environment that values and respects the unique perspectives and experiences of all employees. We offer competitive salaries, comprehensive benefits, and opportunities for career growth and development. If you are passionate about delivering exceptional client service and results-driven investment solutions, we encourage you to apply for this exciting opportunity.



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