Financial Counselor

Details of the offer

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 eventsProactively 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 goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusCompensation: $85,000 - $130,000 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 performanceWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Urologist Telehealth - Or

Urologist Telehealth Passionate about improving Men's Health! We are looking for a 100% Remote Urologist eager to be at the forefront of a new model of care ...


Bastion Health - Oregon

Published 14 days ago

Child And Adolescent Psychiatrist - Outpatient

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help peo...


Lifestance Health - Oregon

Published 14 days ago

Hospitalist Needed In Grant Pass, Or

HealthPlus Staffing is in search for a Hospitalist to join an amazing team in NW region of the United States. This is a full-time position with flexible bloc...


Healthplus Staffing - Oregon

Published 14 days ago

Vitreoretinal Surgeon – Ophthalmology In Oregon

Join our successful and respected Physician-owned Ophthalmology practice in the Willamette Valley, Oregon We are adding a fellowship-trained retina/vitreous ...


Imatters - Oregon

Published 14 days ago

Built at: 2024-12-18T08:24:04.567Z