Join our esteemed firm as an Investment Counselor and take advantage of an established roster of high-net-worth clients! Since 1995, Fisher Investments has cultivated a specialized approach to serving private clients. Our structured model separates sales from client service, allowing you to focus solely on providing exceptional service without the overwhelming responsibilities typically assigned to Financial Advisors. This is your chance to leverage your finance expertise to enhance the investment landscape.

The Opportunity:

As an Investment Counselor, you'll represent Fisher Investments to clients across the United States. You will collaborate with our internal portfolio decision-makers, research teams, client service professionals, and experienced sales team to deliver the utmost service. As a fee-only fiduciary firm, our compensation structure aligns with our clients' best interests, ensuring that you focus on what truly matters. Fisher Investments offers a robust training program designed to elevate your finance and capital markets knowledge, enabling you to master our unique investment strategies. You will be guided by a group manager with relevant experience, ensuring you receive personalized support in managing client relationships and advancing your career.

Your Responsibilities:

• Serve as a key member of our Private Client Group, cultivating strong relationships with clients and educating them about our investment strategies and significant market developments.
• Engage proactively with clients on a quarterly basis to review asset allocations and ensure alignment with their long-term financial objectives.
• Work in conjunction with our sales team to gradually expand your roster of high-net-worth clients within your first year.

Your Qualifications:

• A minimum of 2 years of experience in building trust and fostering client relationships in the finance sector.
• Possession of a Series 65 license (we will assist you in obtaining this upon hiring).
• A Bachelor's degree or equivalent professional experience.
• A consultative approach that emphasizes a client-centric focus.

Compensation:

• Base salary range of $85,000 - $130,000 per year, with starting salary depending on experience.
• Eligible for a discretionary bonus based on individual and firm performance.

Why Fisher Investments:

We strive for a greater purpose: to enhance the investment universe. Our inclusive culture, commitment to learning and development, and recognition as a Great Place to Work demonstrate our dedication to our team. We offer exceptional benefits, including:

• 100% paid premiums for medical, dental, and vision coverage for you and your qualifying dependents.
• A 50% match on your 401(k) contributions, up to the IRS maximum.
• 20 days of paid time off plus 10 paid holidays.
• Family support programs, including 8 weeks of paid primary caregiver leave, fertility and family-forming assistance, and backup care services.
• This is an in-office position, with potential eligibility for a hybrid work-from-home program based on role, tenure, and performance.

Fisher Investments is an equal opportunity employer.