Investment Advisor
Company: Fisher Investments
Location: Denton
Posted on: May 12, 2022
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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:
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 or equivalent work experience 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, Denton , Investment Advisor, Other , Denton, Texas
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