Fisher Investments is focused on bettering the investment universe, and they are seeking to develop their next generation of Investments Counselors through the Investment Counselor – Wealthbuilder role. This position offers specialized training to prepare candidates for a lifelong career in the financial services industry, emphasizing client relationship management and portfolio strategy education.
Responsibilities
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Skills
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor's degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Benefits
- 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
Company Overview
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