Jobs via eFinancialCareers · 9 hours ago
Investment Counselor (Financial Advisor Alternative) - Fisher Investments
Camas, WA
Full-time
Onsite
Entry, Mid Level
$85K/yr - $135K/yr
2+ years expFisher Investments is a firm dedicated to bettering the investment universe, and they are seeking an Investment Counselor to manage high-net-worth clients. In this role, you will build relationships with clients, educate them on investment strategies, and collaborate with internal teams to provide exceptional service.
Financial Services
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
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
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase