Financial Portfolio Specialist

hace 4 días


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

Company Overview: Fisher Investments Costa Rica is a leading provider of investment solutions, dedicated to bettering the investment universe. Our firm's unique approach focuses on private clients, offering unparalleled service and expertise.

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Job Description: As an Investment Counselor, you will be the primary contact for high-net-worth clients, providing in-depth training on US financial markets and helping them reach their long-term financial goals. You will partner with internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional service. With our commitment to being a fee-only fiduciary firm, your compensation structure aligns with our clients' best interests.

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Responsibilities:

  • Build trusting relationships with clients and educate them on our top-down portfolio strategy, investments, and market events
  • Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals


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