Investment Counselor (Financial Advisor Alternative)

RemoteWorker US; Plano (TX); Hybrid; USD 60,000 - 100,000; Full time

Job summary

As an Investment Counselor at a leading firm, you'll engage with high-net-worth clients, fostering trust and guiding their financial journeys. Enjoy a unique training program focused on client service without traditional sales pressure while benefiting from comprehensive medical and PTO packages.

Benefits

100% paid medical, dental, and vision premiums

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

Qualifications

• 2+ years of client trust building experience in finance.
• Obtain Series 65 license after hiring.
• A thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Build trusting relationships with high-net-worth clients.
• Connect with clients quarterly to review asset allocations.
• Collaborate with the sales team to build a client roster.

Skills

Client Trust Building

Consultative Approach

Finance Experience

Education

Bachelor's Degree

Job description

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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 experience in building client trust 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.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take pride in our inclusive culture, our learning and development framework, and our Great Place to Work Certification. We invest in our people by offering 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, fertility and family forming assistance, and back-up care.
• This is an in-office role with potential hybrid work options based on performance and role specifics.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Staffing and Recruiting

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