Talent.com
Financial Consultant
Financial ConsultantFisher Investments • Woodland, WA, United States
Financial Consultant

Financial Consultant

Fisher Investments • Woodland, WA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 :

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications :

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

    • Compensation :

  • $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

    • 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
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

    • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    [job_alerts.create_a_job]

    Financial Consultant • Woodland, WA, United States

    [internal_linking.related_jobs]
    SAP Financial Consultant

    SAP Financial Consultant

    VirtualVocations • Vancouver, Washington, United States
    [job_card.full_time]
    A company is looking for a SAP Financial Accounting Senior Consultant.Key Responsibilities Design, configure, and implement the Record-to-Report (RTR) process in SAP S / 4HANA for LATAM finance ope...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VAS - Institutional Funds Consultant

    VAS - Institutional Funds Consultant

    CBRE • Portland, OR, United States
    [job_card.full_time]
    VAS - Institutional Funds Consultant.Albuquerque - New Mexico - United States of America, Dallas - Texas - United States of America, Denver - Colorado - United States of America, Houston - Texas - ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Portland, OR, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Vancouver, Washington, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Portland, OR, United States
    [job_card.full_time]
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Institutional Funds Consultant

    Institutional Funds Consultant

    Portland Staffing • Portland, OR, US
    [job_card.full_time]
    Institutional Funds Consultant.As a CBRE VAS - Institutional Funds Consultant you will prepare market value appraisals on simple real estate assets with considerable supervision and oversight, trai...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst - Hybrid

    Financial Analyst - Hybrid

    Relay Resources • Portland, OR, United States
    [job_card.full_time]
    Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture.That contribution should not be limited by the assigned responsibilities.Therefo...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Contracts Manager - Hybrid

    Financial Contracts Manager - Hybrid

    TEKsystems • Portland, OR, United States
    [job_card.full_time]
    A leading nationwide credit union is seeking an experienced Contracts Manager to join their team.This role is critical in managing vendor relationships, drafting and negotiating agreements, and ens...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Solutions Advisor- Williamette Valley

    Financial Solutions Advisor- Williamette Valley

    Bank of America • Portland, OR, United States
    [job_card.full_time]
    Financial Solutions Advisor- Williamette Valley.Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon. Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Orego...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Portland, OR, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    NetSuite Implementation Senior Consultant (Financials)

    NetSuite Implementation Senior Consultant (Financials)

    Portland Staffing • Portland, OR, US
    [job_card.full_time]
    Technical Accounting and Reporting - Senior Consultant.Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in the process of expanding Deloitte'...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Functional Consultant - Workday Success Plans - Spend Management

    Senior Financial Functional Consultant - Workday Success Plans - Spend Management

    Workday • Portland, OR, US
    [job_card.full_time]
    Workday Spend Expert Consultant.Your work days are brighter here.We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Freelance Finance Management Consultant

    Freelance Finance Management Consultant

    AIP Connect • Vancouver, Washington, United States, 98660
    [job_card.full_time]
    Freelance Finance Management Consultant.AIP Connect is partnering with a large consulting firm as they proactively look to build talent into the future across the Canadian market.If you are a contr...[show_more]
    [last_updated.last_updated_30]
    Client Relationship Consultant 2 (Banker) - Portland (Peninsula), OR (20hrs)CategoryBranch BankingJob Id2025-0026205LocationPortland, OR, United StatesPosting Start Date11 / 05 / 2025Anticipated Posting End Date12 / 15 / 2025Job TypePart time

    Client Relationship Consultant 2 (Banker) - Portland (Peninsula), OR (20hrs)CategoryBranch BankingJob Id2025-0026205LocationPortland, OR, United StatesPosting Start Date11 / 05 / 2025Anticipated Posting End Date12 / 15 / 2025Job TypePart time

    US Bank • Portland, OR, US
    [job_card.part_time]
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Oracle Cloud Financials Consultant

    Oracle Cloud Financials Consultant

    VirtualVocations • Vancouver, Washington, United States
    [job_card.full_time]
    A company is looking for an Oracle Cloud Financials Functional Consultant.Key Responsibilities Lead end-to-end migration to Oracle Cloud ERP Financials, focusing on P2P and O2C processes Configu...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Portland, OR, United States
    [job_card.full_time]
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Leasing Consultant

    Leasing Consultant

    Avenue5 • Portland, OR, US
    [job_card.full_time]
    Job Title : Leasing Consultant Salary : $21 to $23 per hour Schedule : Wednesday - Sunday Explore Block 17.Unlock your potential with Avenue5 Residential. We take care of you, so you can take care of o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Consultant 4 (Banker) Portland (Pearl District), OR

    Client Relationship Consultant 4 (Banker) Portland (Pearl District), OR

    U.S. Bancorp • Portland, OR, US
    [job_card.full_time]
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]