Investment Counselor (Financial Advisor Alternative)

Fisher Investments; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fisher Investments is seeking an Investment Counselor to manage high-net-worth clients. In this role, you'll build relationships, provide market insights, and ensure clients meet their long-term financial goals. Join a firm committed to client success with competitive compensation and excellent benefits.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match, up to IRS maximum

20 days of PTO, plus 10 paid holidays

Family support programs

Opportunities for hybrid work

Qualifications

• 2+ years of experience in building trust and client relationships in finance.
• Obtaining Series 65 certification upon starting.
• Bachelor's degree or relevant experience.

Responsibilities

• Build strong relationships with high-net-worth clients and educate them on investment strategies.
• Conduct quarterly reviews of client asset allocations.
• Collaborate with the sales team to grow client roster.

Skills

Client relationship building

Finance industry knowledge

Consultative approach

Education

Bachelor's degree or equivalent work experience

Series 65 certification

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

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