Investment Portfolio Specialist

Fisher Investments is a global investment management firm that offers a unique approach to investing.

We are seeking an Investment Counselor to join our team in Costa Rica. This is a fantastic opportunity for a motivated individual to work with high-net-worth clients and help them achieve their long-term financial goals.

• Become the primary contact for a roster of assigned clients and provide exceptional service to ensure their satisfaction
• Partner with internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver outstanding results
• Proactively connect with clients on a quarterly basis to review their asset allocation and provide guidance on investments

• A minimum of 2 years of experience in building trust and client relationships
• Bachelor's degree or equivalent work experience
• Series 65 license (we will help you obtain upon starting)
• Valid passport for travel
• Excellent written and verbal communication skills in English

• 100% paid premiums for a top-tier supplemental healthcare plan 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

Fisher Investments Costa Rica is committed to providing a collaborative working environment that practices ongoing training, educational support, and employee appreciation events. We value diversity and inclusion and believe that everyone deserves equal opportunities. Our inclusive culture makes us all better.