Investment Counselor (Financial Advisor Alternative)
Core
Serve as the voice of Fisher Investments to high-net-worth clients in the US, building trusting relationships and educating them on top-down portfolio strategy and market events.
Role type
Senior IC investment counselor (fiduciary)
Builds
Personalized investment portfolios for private clients
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
client relationship building, consultative approach, asset allocation review, top-down portfolio strategy, finance industry experience
Preferred skills
Series 65 license (provided upon starting), Bachelor's degree
Technologies
N/A
Responsibilities
Build trusting relationships with high-net-worth clients, educate clients on portfolio strategy and market events, proactively connect with clients quarterly to review asset allocation, partner with internal research and sales teams
Seniority
Mid-level, hands-on IC