Client Investment Advisor
1 week ago
Are you ready to stop prospecting and make a meaningful impact? Join our esteemed firm as a Client Investment Advisor, where you'll manage a dedicated roster of high-net-worth clients. Since 1995, Fisher Investments has pioneered a premium approach tailored for private clients, allowing you to focus solely on client service and investment education.
The Opportunity:
As a Client Investment Advisor, you will serve as the primary contact for our clients. Collaborate with internal portfolio managers, research teams, and our exceptional sales team to provide unparalleled service and investment insights. Embrace our fee-only fiduciary structure, ensuring your priorities align perfectly with those of our clients. Our comprehensive training program will equip you with in-depth finance and capital markets knowledge, empowering you in your role.
Your Day-to-Day Responsibilities:
- Become an integral part of our Private Client Group, fostering strong relationships and guiding clients through our top-down portfolio strategy and important market events.
- Connect with clients quarterly to assess their asset allocation and align our strategies with their long-term financial objectives.
- Work closely with our sales team to gradually expand your roster of high-net-worth clients within your first year.
Your Qualifications:
- 2+ years of experience building trust and client relationships in the finance sector.
- Hold a Series 65 license (we will assist in obtaining this upon your start).
- Bachelor's degree or equivalent professional experience.
- A client-centric, thoughtful consultative approach.
Why Fisher Investments?
We operate with a noble purpose: to better the investment universe. Our culture promotes inclusivity and growth, with tailored learning and development for every employee. Recognized as a Great Place to Work, we attribute our success to our people and invest in their well-being through exceptional benefits, including:
- 100% coverage for medical, dental, and vision premiums for you and your qualifying dependents.
- A generous 50% 401(k) match, up to the IRS maximum.
- 20 days of PTO plus 10 paid holidays to recharge and relax.
- Family Support benefits, including 8 weeks of Paid Primary Caregiver Leave and assistance with family planning and care.
- This position is based in our office. Eligible employees may have the chance to participate in our hybrid work-from-home program, which is subject to change.
Fisher Investments is an Equal Opportunity Employer.
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