Financial Advisor Specialist

hace 5 días


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo
About the Role

Fisher Investments Costa Rica seeks a skilled Financial Advisor Specialist to join our team. As a key member of our Private Client Group, you will be responsible for building trusting relationships with clients and educating them on our top-down portfolio strategy.

The ideal candidate will have a strong background in instilling trust and building client relationships, with a passion for global financial markets. They will also possess excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to clients.

In this role, you will work closely with our sales team to build your roster of high-net-worth clients within the first year. You will also partner with our internal portfolio decision-makers, auxiliary research teams, and client service associates to provide exceptional client service.

Responsibilities
  • Be the primary contact for assigned high-net-worth clients, providing education on our top-down portfolio strategy and investments.
  • 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.


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