This job has expired, please see additional jobs below
Investment Counselor
Fisher Investments
San Mateo, CA, United States
Job Details - this job has expired, please see similar jobs below
Overview
Do you enjoy helping new clients establish an investment strategy?
Do you have financial sales experience but no longer want to cold call potential leads?
Do you want uncapped earnings potential by doing the right thing for clients?
Do you still want access to a lucrative commission structure while focusing on client service?
The Opportunity:
At Fisher Investments, Investment Counselors for new client conversion are the primary contact for our high net worth clients from the beginning. This role is responsible for welcoming and onboarding new clients to Fisher Investments, ensuring that they fund their accounts, and helping align our portfolio strategy with their goals and objectives. You would be part of an elite team backed by our talented Investment Policy Committee (IPC).
Our clients work hard for their money and we work hard for our clients, striving to deliver high touch white glove service that exceeds expectations. Their success is our success, their goals are our goals. Building an honest transparent relationship with clients is an essential part of meeting our fiduciary responsibilities. Creating an honest authentic relationship with each client is integral to earning your compensation on high rates of conversion.
The Day-to-Day:
• Articulate our financial philosophy to clients
• Build rapport and establish trusting relationships with our clients
• Guide clients through the beginning stages of what it means to work with Fisher Investments
• Educate assigned clients on our investment philosophy and provide a fundamental understanding of our investment strategy
Your Qualifications:
• 3-5 years’ experience in asset management, financial and client services
• Success in a finance services or sales role
• The ability to communicate effectively and connect with people
• A commitment to providing elite service