Investment Counselor

Detalles de la oferta

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 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 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 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 Investments Costa Rica 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.
*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


Salario Nominal: A convenir

Fuente: Talent_Ppc

Requisitos

Supervisor De Unidad De Negocio - Farma

ACERCA DE LA VACANTE Funciones del Puesto - Planificar y negociar con el cliente, las rutas de entrega de los productos asignados por la unidad de negocio q...


Desde Grupo Logístico Jma - Cartago

Publicado a month ago

Dir, Manufacturing

Manage team to ensure smooth and continuous operations in manufacturing. **Key Responsibilities**: - Manage supervisors, people managers, and/or experience...


Desde Edwards Lifesciences - Cartago

Publicado a month ago

Ejecutivo Comercial Aduanero

ACERCA DE LA VACANTE Funciones del Puesto - Ventas en consolidadores de carga, Aduanas, Navieras, Nvocc o Lineas Aereas - Puesto enfocado para apertura de m...


Desde Grupo Multivex Costa Rica - Cartago

Publicado a month ago

Asistente Comercial.

Descripción de la oferta de trabajo Objetivo del Puesto: Apoyar y proporcionar soporte al equipo comercial en los procesos de ventas, incluyendo reportes y c...


Desde Mistral Ltda - Cartago

Publicado a month ago

Built at: 2024-11-06T12:09:42.839Z