Financial Advisor

hace 2 semanas


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo
Investment Counselor Role at Fisher Investments Costa Rica

Fisher Investments Costa Rica is seeking a skilled Investment Counselor to join our team. As a key member of our Private Client Group, you will be responsible for building trusting relationships with our clients and educating them on our top-down portfolio strategy, their investments, and important market events.

Key Responsibilities:
  • 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
  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments, and important market events
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
  • 2+ years of instilling trust and building client relationships
  • Bachelor's degree or equivalent work experience
  • Series 65 (we will help you obtain upon starting)
  • Valid passport for travel to take the Series 65 exam
  • Proficient in written and verbal English
  • Passionate about global financial markets
  • A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments Costa Rica:

At Fisher Investments Costa Rica, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

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

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 – so if you are ready to do that, we are ready for you.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER



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