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Associate Investment Counselor

Plano, TX, United States
Service
11252

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Job Description

Overview

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? If you are passionate about educating clients on portfolio strategies, we want to hear from you.

 

The Opportunity:

 

As an Associate Investment Counselor, you work directly with a Senior Investment Counselor to help our clients in the United States. You will also partner with a variety of other teams to give our clients the best service possible. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education. You will report to your group manager who will assist you in navigating client relationships and provide personalized career development.

 

The Day-to-Day:

  • Be the heart of our Private Client Group, working directly with our Senior Investment Counselors to build trusting relationships with our clients
  • Help educate our clients on our top-down portfolio strategy, their investments, and important market events
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Support Senior Investment Counselors by following up with clients
  • Work directly with internal departments to fulfill our client operational requests

Your Qualifications:

  • Experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor's degree or equivalent work experience
  • Required to pass the Series 65 exam or equivalent
  • Experience managing work through Microsoft Outlook
  • Comfortable delegating work up to more senior employees
  • Ability to work in a fast-paced environment following directions from multiple partners
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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:

  • 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 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

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

 

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