1. Choose your Affinity Group

* Equal Opportunity / Affirmative Action

We serve Equal Opportunity Employers and are an Equal Opportunity Employer. The Professional Diversity Network has separate professional networking sites for different affinities, and in selecting the groups you identify with, you will be joined with those networks.

Note: Providing this information is strictly voluntary - you will not be penalized or subjected to adverse treatment. If you choose not to provide this information, simply select "Choose not to identify."

2. Choose Method
X
Sign in with LinkedIn
Sign in with Facebook
OR

Tell us about yourself

Investment Counselor at Fisher Investments in Camas, WA

Save or bookmark jobs as you go and access them anytime later with your account.

Contacts

Description

DESCRIPTION: As an Investment Counselor, you will be the face and voice of Fisher Investments. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals.

THE DETAILS: When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including:
• An advanced finance and capital markets education through our training and mentoring program.
• You’re free to take off your “many hats” and become an expert in client relationship management and education.
• Ongoing career development, empowering you to discover your own career path.
• Opportunities for advancement driven by performance and attitude.
• Competitive compensation that aligns your interest with the client’s, instead of working against each other. 

THE BOTTOM LINE: You’re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first.

Similar Jobs

See All »

Other Jobs at Fisher Investments

See All »