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 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 Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance 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 Fisher Investments
...scheduling o Ability to work effectively as a team member o Excellent customer service skills relating to physicians, clinicians,... ...and prioritizing skills o Computer literacy in Microsoft Word, Excel and Outlook o Excellent organizational skills...
...Description At Geviti, we offer advanced telehealth solutions for health optimization through personalized wellness plans based on... ...years from the comfort of home. Our care team, including health coaches, collaborates to create personalized longevity regimens, empowering...
...education providers in both private and public schools throughout the United States. Our team of... ...field such as Psychology, Counseling, or Social Work preferred. IL Professional Educator License (PEL) with School Social Worker Endorsement. Experience with preschool...
...Description The Staff Accountant reports to the SVP of Treasury and Cash Management. This position collaborates regularly with internal personnel and external banking partners in support of banking, and cash management activities. ESSENTIAL DUTIES & RESPONSIBILITIES...
...working outdoors, this is the job for you! A busy, fast-paced swimming pool company seeks a team player to clean and maintain our... ...We will train the right candidate in pool cleaning and basic maintenance. This is a seasonal position with flexible scheduling if needed...