High AUM Investment Counselor

Fisher Investments; Camas (WA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

PTO and holidays

Family support programs

Hybrid work potential

Job summary

Fisher Investments in Washington state seeks a High AUM Investment Counselor to be the primary long-term contact for UHNW clients, aligning portfolios with client goals and IPC guidance.

You will welcome new clients, explain our top-down strategy, document client information, respond to inquiries, monitor portfolio strategy, and collaborate with internal partners to deliver exceptional service.

Qualifications

• Bachelor's degree or equivalent required.
• Series 65 required.
• 7–12 years of experience in asset management and client services.
• Experience communicating knowledge of securities and markets directly with clients.

Responsibilities

• Contact new clients to welcome them and discuss account setup/transfer of assets.
• Educate clients on top-down portfolio strategy, investments, and market events.
• Document relevant client information including background and conversations.
• Handle all client questions and requests via phone, fax, email or letter.
• Monitor IPC's strategy in the client's portfolio and communicate it to the client.
• Collaborate with internal and external partners to fulfill client requests.

Skills

Asset management

Client services

Securities knowledge

Communication with clients

Education

Bachelor's degree or equivalent

Series 65

Job description

Overview

Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled attentiveness and service. This is a unique opportunity to mature your skill set through working with the highest valued client relationships at Fisher Investments, in a growing group committed to a collaborative and innovative approach to wealth management.

The Opportunity:

The High AUM Investment Counselor (High AUM IC) is the primary, long-term contact for the firm's UHNW clients. You will be the liaison between the Investment Policy Committee (IPC) and your clients, ensuring that portfolios are constructed in alignment with client goals. You will contact your clients to communicate how they are progressing towards their long-term investing goals. You will evaluate your client's objectives and collaborate with other groups to offer unparalleled service. You serve the client's continuing needs, with the aim to build a long-term trust and professional relationships.

The Day-to-Day:

• Contacting new clients to welcome them to FI and discuss the client's account setup and transfer of assets
• Educating clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Documenting relevant client information, including background, financial situation, and conversations with clients
• Handling all questions (by phone, fax, email, letter, etc.) and requests from your client
• Monitoring and communicating IPC's strategy in the client's portfolio
• Collaborating with internal and external partners to fulfill client requests

Your Qualifications:

• Bachelor's degree or equivalent combination of education and experience required
• Series 65
• 7-12 years of experience in asset management and client services
• Professional experience communicating knowledge of securities and markets directly with clients
• Experience interacting with High-Net-Worth clients of at least $5MM assets plus

Compensation:

• $85,000 - $115,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
• Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER