Investment Counselor

Role Summary

Come join our firm as an Investment Counselor and be the primary contact for a roster of assigned high-net-worth clients. Since 1995, Fisher Investments and its affiliates have 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 receive in-depth training on US financial markets so that you can help clients reach their long-term financial goals and better the investment universe.

As an Investment Counselor, you are the voice 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, we offer an elevated finance and capital markets education to understand our firm's unique approach to investing as well as to help you acquire any applicable licenses. You will report to your group manager whose experience will assist you in navigating client relationships and will provide you with personalized career development.

Responsibilities

• 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

Requirements

• 2+ years of instilling trust and building client relationship
• Bachelor's degree or equivalent work experience
• Series 65 (we will help you obtain upon starting)
• Valid passport for travel to take the Series 65 exam
• Proficient in written and verbal English (Requires C1 level or above)
• Passionate about global financial markets
• A thoughtful consultative approach with an emphasis on client focus

Benefits

Why Fisher Investments Costa Rica

At Fisher Investments Costa Rica, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
• Generous retirement contributions, including a company contribution and match up to 6% of your base annual salary.
• Employer-paid $10,000 life insurance policy
• 15 days of annual leave, plus up to 10 paid holidays
• Employee Assistance Program and other emotional wellbeing services
• $10,000 fertility, hormonal health and family-forming benefit
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events
• This is an in-office role.
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
• FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER

About the Company

Why Fisher Investments Arabia

The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.

Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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 SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER