Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments has an opportunity for you! Check out our Investment Counselor position.
Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Do you challenge yourself to continue to grow and develop? Then we are looking for you!
Be the voice of Fisher Investments to our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market—all to help each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building relationships based on trust and the expertise that Fisher Investments offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.
Some of What We’ll Provide You:
An assigned roster of high net worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
Advanced finance and capital markets education through our training and mentoring program
Direct access to portfolio decision makers and their supporting research teams to further your education and provide quality solutions to clients
Open team environment to provide support and organic learning from other intelligent and ambitious individuals
Opportunities for advancement which are driven by your performance, drive, and attitude—you determine your career path
Competitive compensation that aligns your interest with the client’s, instead of selling
The Bottom Line:
The individuals who typically excel in this role have finance experience and a thorough understanding of the investment industry. They understand Fisher Investments is structurally and culturally different from its competition, and that gives us an advantage. You will succeed if you have a desire to develop relationships with your clients—as opposed to focusing primarily on selling them products or unnecessarily trading their accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel here if you have a strong understanding of the importance of the service we offer our clients—if you continuously strive to put your clients first.
So, what are you waiting for? Elevate your career and apply now!
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser serving financially successful individuals and prominent institutions globally. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serv...e a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 35,000 high net worth individuals. Fisher Investments differentiates itself through high-touch client service, global investing expertise, in-house research and thought leadership. Fisher Investments was founded by Ken Fisher who serves as Executive Chairman and Co-Chief Investment Officer. Recognized globally as an investment guru, Ken Fisher regularly appears in the financial media. He has authored 11 books, including 4 New York Times bestsellers, and has written Forbes’ Portfolio Strategy column since 1984—making him the longest continuously running columnist in Forbes'? history. Investment education for employees, clients, and the general public is core to Fisher Investments'? philosophy. The firm provides a variety of resources including daily financial commentary at its website www.marketminder.com, and a series of books in partnership with John Wiley & Sons at www.fisher-investments-press.com. Fisher Investments offers a challenging and collaborative work environment where employees are rewarded based on performance and contributions. Our goal is to help you build a fulfilling, lifelong career. For more information about employment opportunities, please visit www.fishercareers.com. Important Disclosures: http://www.fisherinvestments.com/about/legal-disclosures/ Follow us on Twitter: https://twitter.com/fisherinvest