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Fisher Investments · 2 days ago

Investment Counselor (Financial Advisor Alternative)

Tampa, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Fisher Investments is a firm focused on providing exceptional service to high-net-worth clients. As an Investment Counselor, you will build relationships with clients and work closely with internal teams to ensure their investment strategies align with financial goals.

Financial Services

Comp. & Benefits

Responsibilities

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

Qualification

Client relationship managementFinance industry experienceSeries 65 certificationConsultative approachBachelor's degree

Required

2+ 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

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