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Top-Down Portfolio Strategist
hace 1 semana
About Fisher Investments Costa Rica
We work towards a bigger purpose: bettering the investment universe. Our unique perspectives on investing and unmatched service make us stand out. We invest in our employees through exceptional benefits, creating a collaborative working environment that supports their growth and well-being.
Investment Counselor Role
In this role, you will be responsible for partnering with our internal portfolio decision-makers, auxiliary research teams, and renowned sales team to provide exceptional service to our clients. Your commitment to our fee-only fiduciary structure aligns with our clients' best interests, ensuring a seamless experience.
Candidate Requirements
To excel in this position, you should have a passion for global financial markets, a thoughtful consultative approach, and an emphasis on client focus. A Bachelor's degree or equivalent work experience is required, along with Series 65 licensure. Proficient written and verbal English skills (C1 level or above) are also essential.
