Investment Advisor
Company: Fisher Investments
Location: Wylie
Posted on: May 10, 2022
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Job Description:
Stop prospecting! Come join our firm as an Investment Counselor
for a provided roster of 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 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 Wealthbuilder 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 an ongoing 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
clients within the first year Your Qualifications: 3+ years of
instilling trust and building client relationship within the
finance industry Series 65 (we will help you obtain upon starting)
Bachelor's degree A thoughtful consultative approach with an
emphasis on client focus Why Fisher Investments: At Fisher
Investments, we work for a bigger purpose: bettering the investment
universe. From unmatched service to unique perspectives on
investing, 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 9 paid holidays 8 weeks paid Primary Caregiver
Parental Leave Back-up Child Care Program available, offering up to
10 days annually A cumulative learning and development framework
customized for every employee An award-winning work environment -
we're Great Place to Work Certified, and Top Workplace winners from
The Oregonian We take great pride in our inclusive culture. We
value the different perspectives and unique skills you bring to the
team - it makes us all better. Success at Fisher Investments is
motivated by results, a collaborative mindset and a commitment to
accomplishing great things - so if you are ready to do that, we are
ready for you! Apply today to be a part of a team environment where
you make a difference in the lives of people by bettering the
investment universe. *California employees accrue up to 17 days of
PTO and 3 days of sick time per year. FISHER INVESTMENTS IS AN
EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Wylie , Investment Advisor, Other , Wylie, Texas
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