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 specialized approach for private clients, all while ensuring clarity in our roles - goodbye to wearing many hats

The Opportunity:

As an Investment Counselor, you will serve as the primary point of contact for our clients across the United States. You will collaborate with internal portfolio decision-makers, research teams, client service associates, and our renowned sales team to deliver unparalleled service. As a fee-only fiduciary firm, our compensation structure is designed to align with our clients' best interests, free from the concerns of commission-based pay. Our unique training program will equip you with extensive knowledge of our approach to finance and capital markets, while your group manager will provide guidance to enhance your professional growth.

Your Day-to-Day Responsibilities:

  • Act as the cornerstone of our Private Client Group, cultivating strong relationships with clients and educating them on our top-down portfolio strategy, their investments, and relevant market events.
  • Engage proactively with clients on a quarterly basis to review their asset allocation and ensure alignment with their long-term financial objectives.
  • Work with our sales team to gradually expand your portfolio of high-net-worth clients within the first year.

Your Qualifications:

  • A minimum of 2 years of experience in cultivating client relationships within the finance industry.
  • Possession of a Series 65 license (we will assist you in obtaining this upon joining).
  • A bachelor’s degree or equivalent professional experience.
  • A consultative approach with a strong emphasis on client-focused service.

Compensation:

  • Base salary ranging from $85,000 to $135,000 per year. New hires can expect to start at the lower end of this scale based on experience.
  • Eligibility for a discretionary bonus based on both firm and individual performance.

Why Fisher Investments?

We are driven by a greater purpose: to enhance the investment landscape. Our inclusive culture and personalized learning and development programs ensure every employee's success and satisfaction, which is reflected in our Great Place to Work Certification. At Fisher Investments, we prioritize our people and invest in their well-being by offering outstanding benefits, including:

  • 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% match on your 401(k) contributions, up to the IRS maximum.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Family support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility and family formation assistance, and back-up care for children, adults, and seniors.
  • This role is office-based, with potential opportunities for a hybrid work-from-home program based on your role, tenure, and performance.

Fisher Investments is an equal opportunity employer.

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