Wealth Management Advisor

hace 3 semanas


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

Overview

Join our esteemed firm as a Wealth Management Advisor, serving as the primary liaison for a select group of affluent clients. Since our inception, we have cultivated a distinctive methodology centered on our private clientele. With a structured environment that emphasizes the separation of sales and client support, you will not be burdened with the multifaceted roles typical of a conventional Financial Advisor. This is your chance to receive comprehensive training on U.S. financial markets, enabling you to assist clients in achieving their long-term financial aspirations and enhancing the investment landscape.

The Opportunity

As a Wealth Management Advisor, you will be the voice for our clients across the United States. You will collaborate with our internal portfolio strategists, auxiliary research teams, client service representatives, and our distinguished sales force to provide unparalleled service to our clients. Our commitment to being a fee-only fiduciary firm ensures that our compensation structure is aligned with our clients' best interests, eliminating reliance on commissions.

Through our exceptional training program, we offer an advanced education in finance and capital markets, allowing you to grasp our firm's unique investment philosophy and acquire any necessary licenses. You will report to your group manager, whose expertise will guide you in managing client relationships and support your personalized career growth.

The Day-to-Day:

Serve as the cornerstone of our Private Client Group, fostering trusting relationships with clients while educating them on our top-down portfolio strategy, their investments, and significant market developments. Proactively engage with clients on a quarterly basis to assess their asset allocation and ensure alignment with their long-term financial objectives. Collaborate with our sales team to gradually expand your roster of high-net-worth clients within your first year.

Qualifications

2+ years of experience in building trust and nurturing client relationships. Bachelor's degree or equivalent professional experience. Series 65 (we will assist you in obtaining this upon joining). Valid passport for travel to take the Series 65 examination. Proficient in written and verbal English. A strong passion for global financial markets. A consultative approach with a strong emphasis on client focus.

Why Fisher Investments:

At Fisher Investments, we strive for a greater purpose: enhancing the investment universe. From exceptional service to unique insights on investing, it is our people who make our mission achievable. We invest in our team by offering outstanding benefits, including:

Comprehensive coverage for our premium supplemental healthcare plan (including medical, dental, and vision) for employees and their eligible dependents. Employer-funded $10,000 life insurance policy. 15 days of annual leave, in addition to up to 10 paid holidays. Employee Assistance Program and various emotional well-being services. $10,000* benefit for fertility, hormonal health, and family planning. A collaborative work environment that promotes continuous training, educational support, and employee recognition events.

We take pride in our inclusive culture, valuing diverse perspectives and unique skills that enhance our team. Success at Fisher Investments is driven by results, a collaborative spirit, and a commitment to achieving excellence. If you are ready to contribute to our mission, we welcome you to explore this opportunity.

*Employees residing outside of the U.S. will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER



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