Wealth Management Consultant

2 weeks ago

Rockwall, TX, United States Fisher Investments Full time

Stop searching for clients Join our esteemed firm as a Wealth Management Consultant and connect with a dedicated roster of high-net-worth individuals. Since 1995, Fisher Investments has pioneered a specialized approach focused exclusively on our private clients. With a structured environment that separates sales from client service, you can focus solely on providing exceptional financial guidance without juggling multiple roles.

The Opportunity:

As a Wealth Management Consultant, you represent Fisher Investments to clients across the country. You will collaborate with our internal portfolio experts, research teams, client service associates, and a celebrated sales team to deliver exceptional service and enhance client satisfaction. Our commitment to being a fee-only fiduciary firm ensures that your compensation is aligned with our clients' best interests, free from commission-based pressures. Through our comprehensive training program, gain valuable insights into our unique financial strategies and capital markets. You will have the advantage of reporting to a group manager who is experienced in this role, aiding you in developing strong client relationships and advancing your career.

Your Daily Activities:

  • Serve as a key member of our Private Client Group, fostering trust with clients while educating them on our strategic portfolio management, investment performance, and relevant market developments.
  • Engage proactively with clients quarterly to assess their asset allocation and ensure progress toward their long-term financial aspirations.
  • Build and maintain your portfolio of high-net-worth clients with the assistance of our dedicated sales team during your first year.

Your Qualifications:

  • 2+ years of experience in establishing trust and nurturing client relationships within the finance industry.
  • Possession of Series 65 (we will assist in obtaining it upon starting).
  • Bachelor's degree or equivalent professional experience.
  • A consultative and client-centric approach to financial advising.

Why Fisher Investments:

We strive for a meaningful purpose: enhancing the investment landscape. We take immense pride in our inclusive culture and our tailored learning and development opportunities for every employee, earning us the Great Place to Work Certification. Our people are the cornerstone of our mission, and we invest in our team through outstanding benefits such as:

  • 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the maximum allowed by the IRS.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Family support initiatives, including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility and family planning assistance, and backup care for children, adults, and elderly family members.
  • This is an in-office position, with potential opportunities to participate in our hybrid work-from-home program based on your role and performance, subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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