Global Portfolio Strategist

hace 2 semanas


San José, San José, Costa Rica Fisher Investments A tiempo completo
About Us

Fisher Investments is a fee-only fiduciary firm with a specialized approach focused on private clients since 1995.

Salary and Benefits

We offer an estimated salary of $100,000 per year, along with exceptional benefits including 100% paid premiums for our top-tier supplemental healthcare plan, employer-paid $10,000 life insurance policy, and up to 15 days of annual leave.

Job Description

You will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team to provide the best service possible to our clients. You will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy, their investments, and important market events.

Required Skills and Qualifications

To succeed in this role, you should have:

  • At least 2 years of experience instilling trust and building client relationships
  • A Bachelor's degree or equivalent work experience
  • Series 65 license (we will help you obtain it)
  • Valid passport for travel to take the Series 65 exam
  • Proficient written and verbal English skills
  • Possession of passion about global financial markets
Why Choose Fisher Investments?

We work for a bigger purpose: bettering the investment universe. Our collaborative working environment offers ongoing training, educational support, and employee appreciation events. We value different perspectives and unique skills that make us better as a team.



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