Investment Portfolio Manager

hace 2 días


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

**Overview**

Fisher Investments is seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance to help them achieve their long-term financial goals.

**Key Responsibilities**

• Develop and implement customized investment strategies for clients, taking into account their unique financial situations and goals

• Conduct regular portfolio reviews and provide clients with detailed analysis and recommendations for improvement

• Collaborate with our sales team to identify new business opportunities and grow our client base

• Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide clients with valuable insights

**What We Offer**

• A dynamic and supportive work environment that encourages professional growth and development

• Opportunities for advancement and career progression within the company

• A comprehensive training program that provides you with the skills and knowledge needed to succeed in this role

• A competitive salary and benefits package, including a 100% paid premium supplemental healthcare plan, employer-paid life insurance, and 15 days of annual leave

**Why Fisher Investments?**

We are a fee-only fiduciary firm, which means our compensation structure is aligned with our clients' best interests. We are committed to providing our clients with the highest level of service and expertise, and we are looking for talented individuals who share our values and passion for delivering exceptional results.



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