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Financial Counselor (GRESHAM)Fisher Investments • Gresham, Oregon, United States
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Financial Counselor (GRESHAM)

Fisher Investments
  • US
    Gresham, Oregon, United States
  • US
    Gresham, Oregon, United States
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À propos

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International 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 Professional. Now is your opportunity to use your finance experience to better the investment universe. As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. 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. As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. 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 Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and
adhere to
associated operational responsibilities Bachelor's degree or equivalent work experience ~2+ years of experience
in asset management, financial and client services ~ Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents ~ 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. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
  • Gresham, Oregon, United States

Compétences linguistiques

  • English
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