You haven't searched anything yet.
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:
Your Qualifications:
Compensation:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
About the Company:
Fisher Investments
Full Time
Investment Management
$40k-50k (estimate)
02/07/2024
06/07/2024
fisherinvestments.com
CAMAS, WA
1,000 - 3,000
2000
Private
KENNETH L FISHER
$500M - $1B
Investment Management
Fisher Investment provides a financial services, portfolio management, investment advice and retirement planning services.
The following is the career advancement route for Financial Counselor positions, which can be used as a reference in future career path planning. As a Financial Counselor, it can be promoted into senior positions as a Patient Referral Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Counselor. You can explore the career advancement for a Financial Counselor below and select your interested title to get hiring information.
If you are interested in becoming a Financial Counselor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Counselor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Counselor job description and responsibilities
Financial counselors are personal finance experts who help clients manage their money more effectively and responsibly.
02/26/2022: Richmond, VA
Financial counselors help clients deal with financial topics like budgeting, debt and saving.
03/08/2022: Lawrence, MA
Financial counselors offer support and guidance on a variety of financial topics.
02/17/2022: Minneapolis, MN
Financial counselors work for hospitals where they provide patients with cost estimates prior to admission and advise them on paying for services.
12/18/2021: La Crosse, WI
Assist patients with the application process for Washington State Medicaid Department of disability and Valley Medical center financial assistance process.
02/02/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Counselor jobs
Become a certified and licensed financial planner.
01/18/2022: Asheville, NC
Choose a niche and stay focused.
03/05/2022: Sioux City, IA
Develop a Strong Support System.
03/09/2022: Huntsville, AL
Look for appropriate certifications and licenses.
12/21/2021: Greensboro, NC
Stay updated with current financial affairs.
03/06/2022: Battle Creek, MI
Step 3: View the best colleges and universities for Financial Counselor.