Investment Counselor (Financial Advisor Alternative)
Company: Fisher Investments
Location: Bradenton
Posted on: May 9, 2022
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Job Description:
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
events.
Proactively 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 goals.
Rely on our sales team to gradually build your roster of
high-net-worth clients within the first year.
Your Qualifications:
3+ years of instilling trust and building client relationship
within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client
focus
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Bradenton , Investment Counselor (Financial Advisor Alternative), Accounting, Auditing , Bradenton, Florida
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