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Summary
About the Role
About You
- 2+ years of experience in building client relationships within the finance industry.
- Series 65 (assistance provided to obtain upon starting).
- Bachelor's degree or equivalent work experience.
- A consultative approach with a strong emphasis on client focus.
Benefits
- 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 weeks of Paid Primary Caregiver Leave, $10,000 fertility assistance, and back-up care services.
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines