Senior Financial Consultant

4 weeks ago


Gresham, Oregon, United States Fisher Investments Full time
Investment Counselor Opportunity

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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