UHNW Wealth Strategy Advisor

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

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days of PTO plus 10 holidays

Family support programs

Hybrid work from home program

Job summary

Fisher Investments is hiring as an High AUM Investment Counselor to manage UHNW client relationships in Washington state. You will serve as the primary contact, aligning portfolios with client goals and communicating progress toward long-term investing objectives.

The role emphasizes building long-term trusted relationships, coordinating with the IPC and other teams to deliver unparalleled service. The position is in-office with potential hybrid options and a competitive compensation package.

Qualifications

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

Responsibilities

• Contacting new UHNW 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.

Skills

Client communications

High-Net-Worth client experience

Asset management

Relationship management

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is hiring as an High AUM Investment Counselor to manage UHNW client relationships in Washington state. You will serve as the primary contact, aligning portfolios with client goals and communicating progress toward long-term investing objectives.

The role emphasizes building long-term trusted relationships, coordinating with the IPC and other teams to deliver unparalleled service. The position is in-office with potential hybrid options and a competitive compensation package.