At a Glance
- Tasks: Onboard high-net-worth clients and educate them on investment strategies.
- Company: Join Fisher Investments, a leading global investment firm with a purpose.
- Benefits: Enjoy 100% paid health premiums, generous PTO, and a supportive work culture.
- Other info: Dynamic role with uncapped earnings potential and career development opportunities.
- Why this job: Make a real impact in clients' financial journeys without cold calling.
- Qualifications: 3+ years in financial services and a Series 65 license required.
The predicted salary is between 60000 - 80000 £ per year.
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
- Help bring in new assets through client referrals
- Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients' goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
Your Qualifications:
- 3+ years' experience working in financial services
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high-volume environment
Compensation:
This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures.
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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
New Client Counselor (SAINT PETERSBURG) in St. Petersburg employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees in a dynamic and supportive environment. As a New Client Counselor in Saint Petersburg, you will benefit from comprehensive training, ongoing sales coaching, and a strong emphasis on work-life balance, all while contributing to our mission of bettering the investment universe. With competitive compensation, generous benefits, and a culture that values inclusivity and personal development, Fisher Investments stands out as a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land New Client Counselor (SAINT PETERSBURG) in St. Petersburg
✨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 New Client Counselor (SAINT PETERSBURG) in St. Petersburg
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.
