At a Glance
- Tasks: Help clients achieve their financial goals while building lasting relationships.
- Company: Fisher Investments, a leader in the financial services industry with an inclusive culture.
- Benefits: Competitive salary, 100% paid health premiums, generous PTO, and family support programs.
- Other info: Opportunity for career growth and to manage high-net-worth clients.
- Why this job: Kickstart your finance career with hands-on training and mentorship in a dynamic environment.
- Qualifications: 1+ years in client-facing roles and a bachelor's degree required.
The predicted salary is between 80000 - 130000 £ per year.
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor's degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
$80,000 - $130,000 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 Consultant (PORTLAND) employer: Fisher Investments
Fisher Investments is an exceptional employer located in Portland, offering a unique opportunity for aspiring Financial Consultants to build a rewarding career in the financial services industry. With a strong emphasis on employee development, inclusive culture, and comprehensive benefits such as 100% paid medical premiums and generous PTO, we empower our team members to thrive both personally and professionally while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Consultant (PORTLAND)
✨Get Involved in Investment Communities
Join local investment clubs or online forums focused on asset management. Engaging with these communities can give you insights into the industry and might even open doors for referrals when companies like Fisher Investments are looking for trainees.
✨Attend Finance and Asset Management Events
Make it a point to attend finance-related meetups, workshops, or networking events in your area. These are golden opportunities to meet professionals from the asset management field and get your face known, which can set you apart when applying to places like Fisher Investments.
✨Leverage Your University Career Services
Don’t overlook your university's career services! They often have exclusive partnerships with companies in asset management and can help you find trainee openings first. Plus, they may host career fairs where you can meet recruiters from firms like Fisher Investments.
✨Tailor Your Approach When Applying
When applying for the trainee position at Fisher Investments, make sure you highlight any relevant coursework or projects related to investment and asset management. This shows your genuine interest and readiness to step into a role that could jumpstart your career.
We think you need these skills to ace Financial Consultant (PORTLAND)
Some tips for your application 🫡
Show Off Your Analytical Skills:In investment and asset management, hiring managers love to see strong analytical skills. When crafting your CV, make sure to highlight any relevant coursework, projects, or internship experiences where you demonstrated your ability to analyse data or contribute to investment strategies. Use specific examples to showcase your analytical thought process and quantitative skills.
Quantify Your Achievements:In this field, numbers speak louder than words. When listing your past experiences, try to quantify your achievements. For instance, mention the percentage by which you improved a project's outcome or how you contributed to a team achieving specific goals. This gives potential employers a clearer picture of your impact and capabilities.
Tailor Your Cover Letter for Learning Potential:As a trainee, the emphasis should be on your motivation to learn and grow in the investment-asset-management field. In your cover letter, express why you are excited about joining Fisher Investments specifically, and discuss how this role aligns with your career aspirations. Show that you’re eager to soak up knowledge and contribute positively to the team.
Polish Your CV with Relevant Coursework:Don’t forget to include relevant coursework and any finance or investment certifications you've completed on your CV. This is especially important for a trainee position as it showcases your foundational knowledge in the field. Make sure to highlight any projects or case studies that are applicable, so Fisher Investments can see you’ve got the basics down!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Modelling
In investment asset management, having a firm grasp of financial modelling is crucial. Before your interview with Fisher Investments, make sure you can confidently discuss your understanding of key financial concepts and perhaps even run through a basic model or two. Being able to showcase your analytical skills will definitely impress them!
✨Study Current Market Trends
Make sure to stay updated on current market trends and economic news. During your trainee interview, you might be asked about how these trends can affect investments. Being well-versed in recent events not only shows your interest in the field but also prepares you to discuss relevant case studies or examples when asked.
✨Show Your Willingness to Learn
As a trainee, what they're really looking for is your potential to grow in the role. Be ready to talk about your eagerness to learn and adapt. Share examples from your studies or any relevant experience that highlight your commitment to becoming a knowledgeable professional in asset management.
✨Have Clear Questions Prepared
Towards the end of the interview at Fisher Investments, you'll likely have a chance to ask questions. Prepare thoughtful queries about their training process or the types of projects you'll be involved in. This not only shows your interest but also gives you insight into what your day-to-day will look like in this trainee role.
