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Garland

    Counselor - Child Support - Garland, TX, United States - Fisher Investments

    Fisher Investments background
    Description
    Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Since 2009, Fisher Investments International 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 Professional.

    Now is your opportunity to use your finance experience to better the investment universe.

    As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.

    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.

    As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. 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
    Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
    Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
    CFA (passed any level) and Series 65 (we will help you obtain upon starting)
    ~4+ years of experience with portfolio management and client relationship building
    ~ Bachelor's degree

    ~ Why Fisher Investments:

    We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents
    ~ 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
    ~$10,000 fertility, hormonal health and family-forming benefit


    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


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