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Company Overview
Fisher Investments is a specialized investment management firm with a unique approach to investing. Our focus on private clients allows us to provide tailored solutions for high-net-worth individuals, ensuring their long-term financial goals are met.
Job Description
As an Investment Counselor, you will be the primary contact for a roster of assigned clients, building trusting relationships and educating them on our top-down portfolio strategy. You will work closely with our sales team to gradually build your client base within the first year.
Required Skills and Qualifications
To succeed in this role, you must have 2+ years of experience instilling trust and building client relationships. A Bachelor's degree or equivalent work experience is also required. Additionally, you must hold a valid passport and be proficient in written and verbal English (C1 level or above).
Benefits
We offer exceptional benefits, including 100% paid premiums for our top-tier supplemental healthcare plan, employer-paid life insurance, 15 days of annual leave, and employee assistance programs. Our collaborative working environment prioritizes ongoing training, educational support, and employee appreciation events.
