This role requires relocation to the Portland Metro Area, SF Bay Area, or Dallas Metro Area.
Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments has an opportunity for you! Check out our Investment Counselor position.
Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Do you challenge yourself to continue to grow and develop? Then we are looking for you!
Be the voice of Fisher Investments to our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market—all to help each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building relationships based on trust and the expertise that Fisher Investments offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.
Some of What We’ll Provide You:
The Bottom Line:
The individuals who typically excel in this role have finance experience and a thorough understanding of the investment industry. They understand Fisher Investments is structurally and culturally different from its competition, and that gives us an advantage. You will succeed if you have a desire to develop relationships with your clients—as opposed to focusing primarily on selling them products or unnecessarily trading their accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel here if you have a strong understanding of the importance of the service we offer our clients—if you continuously strive to put your clients first.
So, what are you waiting for? Elevate your career and apply now!
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER