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Investment Counsellor

2 months ago

Plano, Texas, United States Fisher Investments Full time

About the Role:

Fisher Investments is seeking a highly skilled Canadian Investment Counsellor to join our team in the United States. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Canadian clients, providing them with exceptional investment advice and portfolio management services.

Key Responsibilities:

  • Work closely with our Canadian clients to understand their investment goals and objectives, and develop tailored investment strategies to meet their needs.
  • Proactively communicate with clients on a quarterly basis to review their portfolio performance and provide recommendations for improvement.
  • Collaborate with our internal portfolio decision-makers and research teams to stay up-to-date on market trends and investment opportunities.
  • Develop and maintain a deep understanding of our firm's investment approach and philosophy, and be able to effectively communicate this to clients.
  • Work closely with our sales team to identify new business opportunities and grow our client base.

Requirements:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We are a fee-only fiduciary firm, committed to putting our clients' interests first. Our unique training program provides an elevated finance and capital markets education, and our inclusive culture values diversity and promotes career development. We offer a comprehensive benefits package, including 100% paid medical, dental and vision premiums, a 50% 401(k) match, and 20 days of PTO.