Senior Financial Consultant
4 weeks ago
Come be a part of our team at Fisher Investments as an Investment Counselor, where you will work with high-net-worth clients to develop and implement personalized investment strategies. With a focus on providing exceptional client service, you will be the voice of Fisher Investments to our clients in the United States.
Key Responsibilities:
- 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
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
- 2+ years of instilling trust and building client relationships within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelor's degree or equivalent work experience
Why Fisher Investments:
- We work for a bigger purpose: bettering the investment universe
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- 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
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