Investment Advisor - Annuities
Company: Fisher Investments
Location: Saint Petersburg
Posted on: April 25, 2024
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Job Description:
Do you have strong knowledge and familiarity with Variable,
Fixed, and Fixed Index Annuities? Do you like the idea of helping
investors? -Complicated annuity contracts are sold to investors. We
have found that many annuity contract owners do not fully
understand how their detailed benefits work nor what the long-term
ramifications will be. Fisher Investments, a fiduciary from the
start, can help investors get the most out of those complicated
annuity benefits or make appropriate changes, all within the focus
on the investor's long-term goals. -The Opportunity: -As an Annuity
Counselor, you will work primarily with high-net-worth investors.
You will use your in-depth knowledge of annuities and insurance
related products to be their advocate. You will work with our
analysts to interpret how the details of the annuity benefits
correlate towards the investor's financial goals. We can help them
identify potential improvements or changes associated with
different annuity contracts. Regardless of the evaluation outcome,
the work is extremely rewarding. Join us as we help annuity
contract owners and annuity prospects get the information they need
to make good investment decisions going forward. -Throughout your
experience here, you will develop and broaden your capital markets
knowledge, work with nearly every department of our firm, and have
merit-based opportunities for advancement throughout your career.
You will report to your Group Manager who will aid in your
professional development and role specific training.The
Day-to-Day:
Keywords: Fisher Investments, St. Petersburg , Investment Advisor - Annuities, Other , Saint Petersburg, Florida
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