Wealth Management Advisor
2 weeks ago
As a Wealth Management Advisor at Fisher Investments, you will be responsible for a designated group of affluent clients. Our firm has been dedicated to enhancing the investment landscape since 1995.
Role Responsibilities:
- Act as the primary liaison between Fisher Investments and our esteemed clients across the United States.
- Benefit from our fee-only fiduciary model, ensuring that your compensation is aligned with the best interests of our clients, free from commission-based incentives.
- Participate in our comprehensive training program, which provides an in-depth understanding of our distinctive investment methodology.
- Cultivate and maintain strong relationships with clients, educating them on our strategic portfolio management approach, their investments, and significant market developments.
- Conduct quarterly outreach to clients to assess their asset allocation and confirm alignment with their long-term financial objectives.
- Collaborate with our sales team to expand your portfolio of high-net-worth clients within your first year.
Qualifications:
- A minimum of 2 years of experience in building trust and fostering client relationships within the financial sector.
- Series 65 license (assistance will be provided upon employment).
- A Bachelor’s degree or equivalent professional experience.
- Opportunity for a discretionary bonus based on both individual and firm performance.
Why Choose Fisher Investments:
We are driven by a larger mission: to improve the investment universe. Our benefits include:
- Comprehensive coverage for medical, dental, and vision premiums for you and your eligible dependents.
- 20 days of paid time off, in addition to 10 paid holidays.
- Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
Fisher Investments is an Equal Opportunity Employer.
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