Financial Advisor
Company: Fisher Investments
Location: Lutz
Posted on: August 7, 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 dont 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, youll 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 firms 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 events.Proactively connect with
clients on a quarterly basis to review their asset allocation and
ensure were 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.Your 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, its the people that
make the Fisher purpose possible. And we invest in them by offering
exceptional benefits like:
Keywords: Fisher Investments, Brandon , Financial Advisor, Accounting, Auditing , Lutz, Florida
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