Private Client Consultant
hace 2 meses
Overview
Join our esteemed firm as a Wealth Management Advisor, serving as the primary liaison for a select group of affluent clients. Since our inception, we have cultivated a distinctive methodology centered on our private clientele. With a structured environment that distinctly separates sales from client service, you will not be burdened with the multifaceted roles typical of a conventional Financial Advisor. This is your chance to gain comprehensive training on U.S. financial markets, enabling you to assist clients in achieving their long-term financial aspirations and enhancing the investment landscape.
The Opportunity
In your role as a Client Investment Specialist, you will be the voice for our clients across the United States. Collaborating with our internal portfolio strategists, research teams, client service representatives, and distinguished sales personnel, you will ensure our clients receive unparalleled service. Our commitment to being a fee-only fiduciary firm means that you can take comfort in knowing our compensation model aligns with our clients' best interests, without the reliance on commissions.
Through our exclusive training program, we provide an advanced education in finance and capital markets, equipping you with the knowledge of our firm's unique investment philosophy while assisting you in obtaining any necessary licenses. You will report to your group manager, whose expertise will guide you in managing client relationships and support your personalized career growth.
The Day-to-Day:
- Act as the cornerstone of our Private Client Group, fostering trusting relationships with clients and educating them on our top-down portfolio strategy, their investments, and significant market developments.
- Proactively engage with clients on a quarterly basis to assess their asset allocation and ensure alignment with their long-term financial objectives.
- Collaborate with our sales team to gradually expand your portfolio of high-net-worth clients within your first year.
Qualifications
- Minimum of 2 years of experience in building trust and client relationships.
- Bachelor's degree or equivalent professional experience.
- Series 65 (we will assist you in obtaining this upon joining).
- Valid passport for travel to take the Series 65 examination.
- Proficient in both written and verbal English.
- A strong passion for global financial markets.
- A consultative approach with a strong emphasis on client focus.
Why Fisher Investments:
At Fisher Investments, we strive for a greater purpose: enhancing the investment universe. From exceptional service to unique investment insights, it is our people who make our mission achievable. We invest in our team by offering outstanding benefits, including:
- Comprehensive coverage for our premium supplemental healthcare plan (medical, dental, vision) for employees and their eligible dependents.
- Employer-funded life insurance policy.
- Generous annual leave and paid holidays.
- Employee Assistance Program and additional emotional wellbeing services.
- Family-forming benefits.
- A collaborative work environment that promotes continuous training, educational support, and employee recognition events.
We take immense pride in our inclusive culture, valuing the diverse perspectives and unique skills each team member brings – it enhances our collective success. At Fisher Investments, achievement is driven by results, a collaborative spirit, and a commitment to excellence. If you are ready to contribute to this mission, we welcome you to join our team.
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