This job has expired

Investment Counselor (Financial Advisor Alternative)

Employer
Fisher Investments
Location
Plano, Texas
Salary
$75,000 - $125,000 + bonus
Closing date
Dec 30, 2023

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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:

  • $75,000 - $125,000 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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Company

For more than 40 years we’ve been helping clients reach their financial goals by providing a tailored approach to investment management. You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. Better for our employees: Our employees drive our firm’s success. We hire and promote employees based on their merit, potential and “will-do” attitude and take pride in building teams of people with unique perspectives and diverse backgrounds. Through ongoing development opportunities and coaching, each employee is empowered to achieve excellence as he or she grows a lifelong Fisher career. While everyone forges their own unique path at Fisher, together we are all on a journey to better the investment universe. Better for our clients: As an independent, fee-only investment advisor, we don’t sell commission-based financial products or earn commissions on trades. For us there is nothing more important than helping our clients achieve their long-term goals. We strive to provide unparalleled service that always puts their interests first while providing stability and peace of mind. When our clients do well, we do well. Better for the industry: By offering a different and better business structure that puts client service first, Fisher Investments and our subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. Our success is supported by more than 3,500 dedicated employees operating out of 17 countries. Looking ahead, we will continue to grow and build on our legacy of bettering the investment universe. Important Disclosures: http://www.fisherinvestments.com/about/legal-disclosures/ Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Follow us on Twitter: https://twitter.com/fisherinvest

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert