Investment Counselor (Financial Advisor Alternative)
Company: Fisher Investments
Location: Saint Petersburg
Posted on: November 14, 2023
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Job Description:
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
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
Keywords: Fisher Investments, St. Petersburg , Investment Counselor (Financial Advisor Alternative), Accounting, Auditing , Saint Petersburg, Florida
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