Investment Counselor (Financial Advisor Alternative)

Jobtome; Gresham (OR); On-site; USD 80,000 - 135,000; Full time

Benefits offered by this job

100% paid medical premiums

401(k) match

PTO & holidays

Family support programs

Hybrid work program (subject to change

Job summary

Fisher Investments seeks an Investment Counselor to serve high-net-worth clients in the United States, partnering with portfolio decision-makers and client service teams. The role emphasizes fiduciary, fee-only compensation and specialized training.

You will report to a group manager and develop personalized client relationships while expanding your client roster and delivering market insights in a structured, in-office environment.

Qualifications

• 2+ years in establishing trust and building client relationships in finance.
• Series 65 required or to be obtained after starting.
• Bachelor's degree or equivalent work experience.

Responsibilities

• Be the voice of Fisher Investments to private clients and educate them on portfolio strategy.
• Proactively connect with clients quarterly to review asset allocation and goals.
• Collaborate with sales and client service to grow a roster of high-net-worth clients.

Skills

Client relationships

Consultative approach

Financial knowledge

Education

Bachelor's degree

Series 65 (required)

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:

• 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

Compensation:

• $80,000 - $135,000 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
• 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
• 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