Investment Portfolio Manager

hace 1 semana


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo
Company Overview
Fisher Investments Costa Rica is a fee-only fiduciary firm committed to providing exceptional service and unique perspectives on investing.

The Day-to-Day:
  • Build trusting relationships with high-net-worth 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.

Benefits
  • We offer 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents.
  • An employer-paid $10,000 life insurance policy.
  • 15 days of annual leave, plus up to 10 paid holidays.
  • An Employee Assistance Program and other emotional wellbeing services.
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

Why Choose Us?
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 Costa Rica is motivated by results, a collaborative mindset, and a commitment to accomplishing great things.

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