Financial Advisor - Pinellas Park, FL, United States - Fisher Investments

    Fisher Investments
    Fisher Investments Pinellas Park, FL, United States

    1 month ago

    Fisher Investments background
    Description
    Do you like the idea of helping 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.


    As an Annuity Counselor, you will work primarily with high-net-worth investors.

    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.

    Join us as we help annuity contract owners and annuity prospects get the information they need to make good investment decisions going forward.


    You will report to your Group Manager who will aid in your professional development and role specific training.

    Work with different internal departments to understand each client's financial situation and potential ramifications associated with keeping or surrendering their annuities
    2+ years of experience with insurance/investments with an advanced understanding of annuities and their benefits, including additional riders
    ~ We will help you obtain your Series 65 designation to become a Registered Investment Advisor (if you do not have it already)


    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
    ~$FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER