Financial Counselor
- Work with our Canadian clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: -We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays -
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. xrczosw This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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