Do you speak fluent variable, fixed, and indexed annuity? Annuities are a tool to help reach an individual's financial goals. Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances – especially a tool with such a long commitment. Until now, an annuity investor's only options were to pay exorbitant fees or do a 1035 exchange to another potentially inappropriate annuity. Fisher Investments, a fiduciary from the start, provides a new option to help investors get back on the right path, and we need your help!
As an Annuity Counselor, you'll connect with high-net-worth investors and use your in-depth knowledge of insurance to be their advocate. You'll work with our Portfolio Evaluation Group to analyze how suitable their current annuity holdings are for reaching their financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible approach. Regardless of the evaluation outcome, the work is extremely rewarding. It's all about helping people get the information they need to make good investment decisions.
Throughout your experience here, you'll develop and broaden your capital markets knowledge, work with nearly every department of our firm, and have merit-based opportunities for advancement throughout your career. You will report to your Group Manager who will aid in your professional development and role specific training.
Why 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:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER