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Financial Consultant

Company: Fisher Investments
Location: Dallas
Posted on: February 10, 2024

Job Description:

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 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:
      • 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 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Dallas , Financial Consultant, Accounting, Auditing , Dallas, Texas

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