Investment Counselor (Financial Advisor Alternative)Fisher Investments Careers • Camas, WA, United States
[error_messages.no_longer_accepting]
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers • Camas, WA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 $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 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.
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 :
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
[job_alerts.create_a_job]
Investment Counselor Financial Advisor Alternative • Camas, WA, United States
[internal_linking.similar_jobs]
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.Our worldw...[show_more]
Take your trading to the next level in Gresham, OR.Maverick Currencies provides funded accounts and professional development for serious traders.
Maverick Currencies is seeking disciplined traders w...[show_more]
Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...[show_more]
A financial services firm in Camas, WA is seeking a Deliverables Associate to provide analytical support for retirement plan comparisons.
This role involves collaborating with client acquisition tea...[show_more]
Come practice in Sandy a city in Clackamas County, Oregon, and named after the nearby Sandy River.It is in the foothills of the Cascade Mountain Range.
the city serves as the western gateway to the...[show_more]
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 pr...[show_more] Ready to trade professionally from Gresham, OR? Maverick Currencies offers the capital, training, and support you need to succeed.
Maverick Currencies is seeking disciplined traders who want to day ...[show_more] 
Camp Fire is committed to building a diverse team and culture.We recognize that there are many aspects of one's life experience that contribute to the growth of our organization.We encourage everyo...[show_more]
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
I have the freedom to treat patients the way I prefer to treat them.Our company does everything to promote continuing education and anything we can do to better our patients.We also do that while h...[show_more] Maverick Currencies is expanding our trading team in the Gresham, OR area.Get funded, trade professionally, and build your career.
Maverick Currencies is seeking disciplined traders who want to day ...[show_more] 
Staples is business to business.Hunts within defined territory to prospect and win net new small to medium business customers.
B2Bs are also responsible to ramp and onboard net new won accounts to f...[show_more]
Remote Mental Health Therapist at SonderMind summary : .SonderMind is seeking licensed mental health therapists to join their platform, offering a flexible work environment and opportunities for prof...[show_more]
The Cabin Counselor, under the guidance of the Unit Director, is responsible for ensuring the safety, well-being, and positive experience of a designated group of campers within their assigned cabi...[show_more] We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more] Attention Gresham, OR traders : Maverick Currencies is looking for dedicated individuals to join our prop trading team with firm-backed capital.
Maverick Currencies is seeking disciplined traders who...[show_more] 
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...[show_more] We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
Partner Sales Executive
Global Payments • Damascus, OR, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Currency Trading Position in Gresham, OR
Maverick Currencies • Gresham, OR, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Private Tutoring Jobs Gresham
Superprof • Gresham, Oregon, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Deliverables Associate : Retirement Plan Analytics
Business Centric Technology • Camas, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Family Practice Job Opening in Oregon
CHG Healthcare • Sandy, OR, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers • Camas, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Funded Forex & Crypto Trader | Gresham, OR
Maverick Currencies • Gresham, OR, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Camp Counselor
Camp Fire Columbia • Sandy, OR, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • Sandy, Oregon
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Physical Therapist Salaried
ProActive Physical Therapy Specialists • Estacada, OR, USA
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Professional Currency & Crypto Trader - Gresham, OR
Maverick Currencies • Gresham, OR, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
B2B Sales Consultant Commercial
Staples, Inc. • GRESHAM, Oregon, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Remote Mental Health Therapist
SonderMind • Estacada, OR, USA
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
International Camp Counselor
YMCA of Columbia-Willamette • Gresham, OR, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)
Data Annotation • Troutdale, Oregon
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Remote Currency Trader - Gresham, OR
Maverick Currencies • Gresham, OR, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Licensed Marriage and Family Therapist (LMFT) - Washougal, WA
LifeStance Health • Washougal, WA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Financial Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • Troutdale, Oregon
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]