Financial Advisor
Company: Fisher Investments
Location: Richardson
Posted on: August 1, 2022
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Job Description:
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 eventsProactively 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
goalsRely on our sales team to gradually build your roster of
high-net-worth clients within the first yearYour Qualifications:
-3+ years of instilling trust and building client relationship
within the finance industrySeries 65 (we will help you obtain upon
starting)Bachelor's degree or equivalent work experienceA
thoughtful consultative approach with an emphasis on client
focusWhy Fisher Investments: -At Fisher Investments, we work for a
bigger purpose: bettering the investment universe. From unmatched
service to unique perspectives on investing, it's the people that
make the Fisher purpose possible. And we invest in them by offering
exceptional benefits like:
Keywords: Fisher Investments, Richardson , Financial Advisor, Accounting, Auditing , Richardson, Texas
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