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Client Investment Counselor
Client Investment CounselorFisher Investments • North Bonneville, WA, United States
Client Investment Counselor

Client Investment Counselor

Fisher Investments • North Bonneville, WA, United States
1 day ago
Job type
  • Full-time
Job description

Join our esteemed firm as a Client Investment Counselor, where you will work with a roster of high-net-worth clients and leave behind the burdens of traditional prospecting. At Fisher Investments, we have been dedicated to enhancing the financial landscape since 1995 with a unique client-focused approach. In this role, you won't have to juggle multiple responsibilities typical of a conventional financial advisor.

The Opportunity :

As a Client Investment Counselor, you will be the representative of Fisher Investments for our clients in the United States. Collaborate closely with our portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional service. Our commitment as a fee-only fiduciary firm ensures that our compensation structure is in line with our clients' best interests—no commissions involved. Through our comprehensive training program, you'll gain expertise in our unique investment strategies while enjoying personalized mentorship from your group manager, who brings valuable experience to assist you in building durable client relationships.

Your Day-to-Day Responsibilities :

  • Serve as the core of our Private Client Group, fostering trust and educating clients about our top-down portfolio strategy and market events.
  • Engage proactively with clients on a quarterly basis to assess asset allocations and ensure a clear path toward their long-term financial goals.
  • Leverage our sales team to build and expand your roster of high-net-worth clients during your first year.

Your Qualifications :

  • Minimum of 2 years of experience in building client relationships in the finance industry.
  • Possession of Series 65 (we will assist you in obtaining this upon joining).
  • Bachelor's degree or equivalent work experience.
  • A consultative approach centered on client needs and priorities.

    • Compensation :

  • Base salary ranging from $85,000 to $135,000 annually. Starting salary will depend on your level of experience.
  • Eligibility for discretionary bonuses based on both firm and individual performance.

    • Why Fisher Investments?

    We are driven by a significant mission : to enhance the investment universe. Our inclusive culture, personalized learning and development frameworks, and Great Place to Work Certification are just a few reasons to join our team. We value our employees and offer outstanding benefits such as :

  • Comprehensive coverage of medical, dental, and vision premiums for you and your qualifying dependents.
  • 50% 401(k) match, up to IRS limits.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support programs including 8 weeks of Paid Primary Caregiver Leave, $10,000 support for fertility and family planning, and backup care for children, adults, and elders.
  • This role is in-office, with potential participation in a hybrid work-from-home program based on performance and tenure.

    • Fisher Investments is an equal opportunity employer.

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    Counselor • North Bonneville, WA, United States