At a Glance
- Tasks: Build relationships with high-net-worth clients and guide them on their investment journey.
- Company: Join Fisher Investments, a leader in the finance industry since 1995.
- Benefits: Enjoy 100% paid health premiums, generous PTO, and a supportive work culture.
- Other info: Exceptional training and development opportunities in a collaborative environment.
- Why this job: Make a real impact in clients' financial lives while growing your career in finance.
- Qualifications: 2+ years of client relationship experience and a consultative approach.
The predicted salary is between 85000 - 135000 £ per year.
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
- 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.
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
Your Qualifications:
- 2+ years of instilling trust and building client relationship within the finance industry.
- Series 65 (we will help you obtain upon starting).
- Bachelor's degree or equivalent work experience.
- A thoughtful consultative approach with an emphasis on client focus.
Compensation: $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.
Why 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. This program is subject to change.
Fisher Investments is an equal opportunity employer.
Financial Counselor (GRESHAM) employer: Fisher Investments
Fisher Investments is an exceptional employer, offering a unique opportunity for Financial Counselors to thrive in a supportive and inclusive environment. With a strong commitment to employee development, comprehensive benefits including 100% paid medical premiums and generous PTO, and a focus on client-centric service without the pressure of sales commissions, you will find a rewarding career path that aligns with your values. Located in Gresham, you'll be part of a team dedicated to bettering the investment universe while enjoying a culture that prioritises personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Counselor (GRESHAM)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Fisher Investments, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Fisher Investments.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Fisher Investments.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Fisher Investments, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Financial Counselor (GRESHAM)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Fisher Investments want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Fisher Investments.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Fisher Investments will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Fisher Investments. Numbers speak louder than words!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Fisher Investments want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFisher Investments.
