Overview
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.
The Opportunity:
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.
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
Qualifications:
- 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
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
