Private Client Investment Counselor

Fisher Investments; Camas (WA); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days PTO plus 10 paid holidays

Family Support programs

Job summary

Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least two years in finance and a consultative approach.

The role offers a base salary from $85,000 to $135,000, with a generous benefits package that includes 100% paid medical, 401(k) matching, and ample PTO.

Qualifications

• 2+ years of experience in the finance industry focusing on client relationships.
• Willingness to obtain Series 65 upon starting.

Responsibilities

• Build trusting relationships with clients and educate them on investments.
• Connect with clients quarterly to review asset allocation.
• Work with the sales team to build a roster of high-net-worth clients.

Skills

Building client relationships

Consultative approach

Education

Bachelor's degree or equivalent work experience

Job description

Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least two years in finance and a consultative approach.

The role offers a base salary from $85,000 to $135,000, with a generous benefits package that includes 100% paid medical, 401(k) matching, and ample PTO.