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Investment Portfolio Specialist
hace 1 mes
Overview
Fisher Investments Costa Rica is a fee-only fiduciary firm committed to bettering the investment universe. We offer an elevated finance and capital markets education, enabling our Investment Counselors to understand our unique approach to investing.
Estimated Salary: $120,000 per annum
Job Description
As an Investment Counselor, you will be the primary contact for a roster of assigned high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to deliver exceptional client service. Our commitment to being a fee-only fiduciary firm ensures that our compensation structure aligns with our clients' best interests.
The Opportunity
- You will have the opportunity to acquire any applicable licenses through our unique training program, which includes an elevated finance and capital markets education.
- With our structured approach to building client relationships, you will be able to 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.
Required Skills and Qualifications
- 2+ years of experience in 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.
Benefits
- We offer exceptional benefits, including 100% paid premiums for our top-tier supplemental healthcare plan.
- 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.
