Investment Counselor

5 days ago

Oregon City, OR, United States Fisher Investments Full time

Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • 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

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Investment Counselor

    5 days ago

    Oregon City, OR, United States Fisher Investments Full time

    Are you ready to stop prospecting and focus on building relationships with high-net-worth clients? Join our team at Fisher Investments as an Investment Counselor, where you will be empowered to leverage your finance experience to improve the investment universe. Our firm, established in 1995, is dedicated to providing exceptional service through a...

  • Investment Counselor

    1 week ago

    Oregon City, OR, United States Fisher Investments Full time

    Are you ready to stop prospecting and focus on building relationships with high-net-worth clients? Join our team at Fisher Investments as an Investment Counselor, where you will be empowered to leverage your finance experience to improve the investment universe. Our firm, established in 1995, is dedicated to providing exceptional service through a...

  • Investment Counselor

    1 week ago

    Oregon City, OR, United States Fisher Investments Full time

    Are you ready to stop prospecting and focus on building relationships with high-net-worth clients? Join our team at Fisher Investments as an Investment Counselor, where you will be empowered to leverage your finance experience to improve the investment universe. Our firm, established in 1995, is dedicated to providing exceptional service through a...

  • Investment Counselor

    7 days ago

    Oregon City, OR, United States Fisher Investments Full time

    Are you ready to stop prospecting and focus on building relationships with high-net-worth clients? Join our team at Fisher Investments as an Investment Counselor, where you will be empowered to leverage your finance experience to improve the investment universe. Our firm, established in 1995, is dedicated to providing exceptional service through a...

  • Financial Counselor

    3 days ago

    Oregon City, OR, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

  • Financial Consultant

    1 week ago

    Oregon City, OR, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

  • Financial Consultant

    2 weeks ago

    Oregon City, OR, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

  • Financial Consultant

    3 days ago

    Island City, OR, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial...

  • Investment Counselor

    2 weeks ago

    Texas City, TX, United States Fisher Investments Full time

    Are you passionate about helping others achieve their financial goals? Join Fisher Investments as we cultivate our next generation of Investment Counselors in the Wealthbuilder role! The Opportunity: This entry-level position is designed to pave your path for a rewarding career in the financial services sector. At Fisher Investments, you'll benefit from a...

  • Genetic Counselor

    2 weeks ago

    Oklahoma City, United States OU Medicine Full time

    Genetic Counselor - Pediatrics page is loadedGenetic Counselor - PediatricsApply locations Oklahoma City time type Full time posted on Posted 4 Days Ago job requisition id R0052050Position Title:Genetic Counselor - PediatricsDepartment:HB Children's Specialty ClinicJob Description:General Description: Provides genetics counseling, assessment, clinic service...

  • Genetic Counselor

    3 weeks ago

    Oklahoma City, United States OU Medicine Full time

    Genetic Counselor - Pediatrics page is loaded## Genetic Counselor - Pediatricslocations: Oklahoma Citytime type: Full timeposted on: Posted Todayjob requisition id: R0049123## **Position Title:**Genetic Counselor - Pediatrics## **Department:**HB Children's Specialty Clinic## **Job Description:****General Description:** Provides genetics counseling,...

  • Admissions Counselor

    3 weeks ago

    Rapid City, United States South Dakota Mines Full time

    Posting Details Posting Details LogoInstitution South Dakota Mines Working Title Admissions Counselor Posting Number NFE02885P Department SDSMT-Admissions Physical Location of Position (City) Rapid City Posting Text Are you passionate about helping young people find their path? Do you excel at building meaningful connections with others? If so, South Dakota...

  • School Counselor

    7 days ago

    Haltom City, Texas, United States IDEA Public Schools Full time $68,000 - $79,908 per year

    DescriptionRole Mission: Students and families are the most important stakeholders at IDEA Public Schools. The role of School Counselor leads the campus family engagement vision, social emotional learning program, and coordination of mental health and counseling supports for all scholars on the campus.Our key tenets of family engagement, social emotional...

  • Substance Abuse Counselor

    2 weeks ago

    Elizabeth City, United States Behavioral Health Group Full time

    Our facility is STAR Loan Repayment Program (STAR LRP) eligible-qualified team members may apply for up to $250,000 in student loan repayment.Requirements: Must have a Bachelors or Masters in Human Services or related field. CADC-I or CADC required. Behavioral Health Group (BHG) is the largest network of Joint Commission-accredited treatment centers and the...

  • Financial Solutions Advisor- Williamette Valley

    3 weeks ago

    Oregon City, United States Oregon Staffing Full time

    Financial Solutions AdvisorThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment...

  • Substance Abuse Counselor

    1 week ago

    Elizabeth City, NC, United States Behavioral Health Group Full time

    Our facility is STAR Loan Repayment Program (STAR LRP) eligible-qualified team members may apply for up to $250,000 in student loan repayment.Requirements: Must have a Bachelors or Masters in Human Services or related field. CADC-I or CADC required. Behavioral Health Group (BHG) is the largest network of Joint Commission-accredited treatment centers and the...

  • TAP Financial Counselor

    1 week ago

    Midway City, United States Choctaw Global Full time

    WHY JOIN CHOCTAW PREMIER SERVICES: Are you ready to help Service Members and their families achieve financial success during their transition to civilian life? Choctaw Premier Services (CPS), a division of Choctaw Global, LLC, is seeking a Financial Counselor to join our team to provide essential financial planning support to transitioning Soldiers and their...

  • Clinical Counselor

    2 weeks ago

    Salt Lake City, UT, United States CVS Health Full time

    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for...