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Investment Counselor/Financial Advisor

Company: Fisher Investments
Location: Richardson
Posted on: April 10, 2021

Job Description:

Investment Counselor Fisher Investments is hiring Investment Counselors in Plano, TX . 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. Job Responsibilities:

  • 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. Job Requirements:Job Requirements:
    • 3+ years of Broker Dealer or Financial Advisor experience.
    • Series 65 license or ability to obtain one within 6 months of hire.
    • Bachelor's degree or equivalent work experience as a Broker Dealer or Financial Advisor.
    • A thoughtful consultative approach with an emphasis on client focus. 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.

Keywords: Fisher Investments, Richardson , Investment Counselor/Financial Advisor, Accounting, Auditing , Richardson, Texas

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