Investment Counselor - Saint Petersburg, United States - Fisher Investments

Description

Stop going after potential clients! Come and be part of our team as an Investment Counselor, managing a roster of wealthy clients. Since 1995, Fisher Investments has honed a specialized approach tailored to our exclusive clientele. With a clear structure that separates sales from client service, you won't have to juggle multiple roles like a traditional Financial Advisor. This is your chance to leverage your financial expertise to enrich the world of investments.

Exciting Opportunity:

As an Investment Counselor, you represent Fisher Investments to our clients across the United States. You will collaborate with our internal portfolio decision-makers, dedicated research teams, client service staff, and renowned sales professionals to deliver top-notch service to our clients. Our commitment to being a fee-only fiduciary firm ensures that our compensation model is aligned with our clients' best interests, free from dependence on commissions. Through our comprehensive training program, Fisher Investments provides advanced education on finance and capital markets to grasp our unique approach. You will report to a group manager with extensive experience in the role, guiding you through client interactions and offering tailored career growth.

Responsibilities:

• Build strong relationships with clients, educate them on our portfolio strategy, investments, and market updates
• Regularly engage with clients to review their asset allocation and progress towards their financial objectives
• Collaborate with the sales team to expand your roster of affluent clients in the initial year

Requirements:

• 2+ years of building client trust in the finance sector
• Series 65 certification (support provided upon joining)
• Bachelor's degree or relevant professional experience
• Consultative approach with a focus on client needs

Why Choose Fisher Investments:

At Fisher Investments, we are driven by a larger mission: enhancing the investment landscape. We take pride in our inclusive environment, personalized learning opportunities for all employees, and our Great Place to Work Certification. Our dedicated team makes the Fisher mission a reality, and we invest in them by offering outstanding benefits including:

• Full coverage of medical, dental, and vision premiums for you and eligible dependents
• Matching 50% of your 401(k) contributions up to the IRS limit
• Generous PTO of 20 days, plus 10 paid holidays (*17 days of PTO and 3 days of sick leave for California employees)
• Family support initiatives such as 8 weeks of Paid Primary Caregiver leave, adoption support, and back-up child care
• $10,000 benefit for fertility, hormonal health, and family-related needs

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

By applying, you agree to the transfer of your details by beBee to the Employer, as the data controller, using the Employer's data processor SonicJobs.
View Fisher Investments Privacy Policy and SonicJobs Privacy Policy and Terms of Use for more details.