Investment Portfolio Manager

hace 2 semanas


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

Overview

Fisher Investments is seeking a skilled Investment Counselor to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with high-net-worth clients, providing personalized investment advice, and ensuring their financial goals are met.

The Opportunity

As an Investment Counselor, you will work closely with our internal portfolio decision-makers, research teams, and sales team to deliver exceptional client service. You will have the opportunity to develop your skills and knowledge through our comprehensive training program, which includes education on our unique approach to investing and the acquisition of relevant licenses.

The Day-to-Day:

  • Build and maintain relationships with clients, providing personalized investment advice and ensuring their financial goals are met.
  • Work closely with our internal portfolio decision-makers, research teams, and sales team to deliver exceptional client service.
  • Participate in our comprehensive training program, which includes education on our unique approach to investing and the acquisition of relevant licenses.

Qualifications

  • 2+ years of experience in building and maintaining client relationships.
  • Bachelor's degree or equivalent work experience.
  • Series 65 license (we will help you obtain upon starting).
  • Valid passport for travel to take the Series 65 exam.
  • Proficient in written and verbal English.
  • Passionate about global financial markets.
  • A thoughtful consultative approach with an emphasis on client focus.

Why Fisher Investments?

Fisher Investments is a fee-only fiduciary firm that prioritizes the best interests of our clients. We offer a collaborative working environment, exceptional benefits, and opportunities for professional growth and development.



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