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 Investment Counselor

Details
Country: USA
Location: California-Silicon Valley/Peninsula US-CA-Silicon Valley/Peninsula
Total applied: 22
Job Category:Accounting/Finance/Insurance
Location:US-CA-Silicon Valley/Peninsula
Status:Full Time, Employee
Occupations:Financial Planning/Advising;Investment Management;Financial Products Sales/Brokerage
Career Level:Experienced (Non-Manager)
Investment Counselor

Relationship Manager with FAST-GROWING finance firm!

Company Description : Fisher Investmentsis a global money management firm, managing $45+ billion in private client and institutional assets (As of December 31, 2007). We believe successful portfolio management requires developing cutting-edge technology and continuous innovation. Our firm is rapidly growing, and we are presently looking for talented and motivated individuals to join our dynamic Private Client Group! We offer an outstanding range of diverse career options, opportunities for advancement, employee training, and excellent benefits. We have offices in the San Francisco Bay Area and Portland OR, Metro Area.

Responsibilities/Opportunities: Oversee a roster of high net worth private client relationships valuing $100+ million Communicate the firm's current market strategy and portfolio structure with assigned clients Act as the liaison between clients and the firm's investment strategy decision-makers No prospect- or cold-calling; Fisher Investments furnishes all the clients Gain advanced capital markets education through our training and mentoring programs Participate in ongoing opportunities for merit-based career advancement

Qualifications: Demonstration of extensive professional investment industry success Practical knowledge and applicable experience in stock markets 2+ years of successful client management experience Bachelor's degree or higher from a four-year college or university

Benefits: Competitive base salary with a rewarding bonus structure Open and supportive team-based environment Work-life balance Generous paid time off Full medical, dental, vision benefits 401(k) plan with company match

Thank you for your interest in our firm. We look forward to hearing from you!

Fisher Investments is an equal opportunity employer and maintains a drug-free workplace.

 

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=514393-3-03 Sales, Finance, Financial Analyst, Customer Service, Sales, Finance, Financial Analyst, Customer Service, Sales, Finance, Financial Analyst, Customer Service, Sales, Finance, Financial Analyst, Customer Service, Sales, Finance, Financial Analyst, Customer Service, Broker, Financial Advisor, Series, Financial Consultant

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