Talent.com
Financial Consultant
Financial ConsultantFisher Investments • Portland, OR, US
Financial Consultant

Financial Consultant

Fisher Investments • Portland, OR, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has 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 use your finance experience to better the investment universe.

The Opportunity :

As an Investment Counselor, you are the voice of Fisher Investments 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, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide 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

Your Qualifications :

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

    • Compensation :

  • $85,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

    • Why Fisher Investments :

    We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 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 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • 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 IS AN EQUAL OPPORTUNITY EMPLOYER

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • Portland, OR, US

    Job_description.internal_linking.related_jobs
    VAS - Institutional Funds Consultant

    VAS - Institutional Funds Consultant

    CBRE • Portland, OR, United States
    serp_jobs.job_card.full_time
    VAS - Institutional Funds Consultant.Albuquerque - New Mexico - United States of America, Atlanta - Georgia - United States of America, Dallas - Texas - United States of America, Denver - Colorado ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Portland, OR, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Saint Helens, OR, US
    serp_jobs.job_card.permanent
    Physical Therapist for a travel job in Saint Helens, Oregon.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of sp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,634 to $1,969 per week in Saint Helens, OR

    Travel Physical Therapist (PT) - $1,634 to $1,969 per week in Saint Helens, OR

    Fusion Medical Staffing • Saint Helens, OR, US
    serp_jobs.job_card.full_time
    Travel Physical Therapist (PT).Facility in Saint Helens, Oregon.Fusion Medical Staffing is seeking a skilled Physical Therapist for a 12-week travel assignment in Saint Helens, Oregon.As a member o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    AlliedTravelNetwork • Saint Helens, OR, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Saint Helens, Oregon, 97051!. Though your CompHealth recruiter will be your single point of contact, the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Speech Language Pathologist (SLP) - $1,733 per week in Saint Helens, OR

    Travel Speech Language Pathologist (SLP) - $1,733 per week in Saint Helens, OR

    Triage Staffing LLC • Saint Helens, OR, US
    serp_jobs.job_card.full_time
    Travel Rehab : Speech Language Pathology Saint Helens.Location : Saint Helens.Shift Details : 8H Days (8 : 00 AM-4 : 00 PM). Length : 12 WEEKS 12 weeks.Apply for specific facility details.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Lake Oswego, OR, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    CompHealth • Saint Helens, OR, US
    serp_jobs.job_card.full_time
    Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized teams, giving them the ability to focus on the details that matter to you.That means ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    F&I Consultant

    F&I Consultant

    Sunset Porsche • Beaverton, OR, US
    serp_jobs.job_card.full_time
    Automotive F&I Consultant – Porsche & Audi Beaverton.Porsche & Audi Beaverton, Beaverton, OR.Pay Range : $180,000 – $225,000. Porsche Beaverton is seeking an experienced and results-drive...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Portland, OR, United States
    serp_jobs.job_card.full_time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Leasing Consultant

    Leasing Consultant

    Oregon Staffing • Portland, OR, US
    serp_jobs.job_card.full_time
    Unlock your potential with Avenue5 Residential.We take care of you, so you can take care of our residents, properties, and clients. Property management may be our business, but people are our passio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Lake Oswego, Oregon
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Speech Language Pathologist (SLP) - $1,969 per week in St. Helens, OR

    Travel Speech Language Pathologist (SLP) - $1,969 per week in St. Helens, OR

    AlliedTravelCareers • St. Helens, OR, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with AHS Staffing to find a qualified Speech Language Pathologist (SLP) in St.AHS Staffing is looking for a Acute Inpatient Speech Language Pathologist in St.Helens, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Affordable Housing Financial Analyst

    Affordable Housing Financial Analyst

    Vancouver Housing Authority • Vancouver, WA, United States
    serp_jobs.job_card.full_time
    The Vancouver Housing Authority (VHA) is seeking an Affordable Housing Financial Analyst who brings both accounting precision and a deep understanding of public housing finance to build financial m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Consultant 3 (Banker) Milwaukie (Oak Grove), OR

    Client Relationship Consultant 3 (Banker) Milwaukie (Oak Grove), OR

    U.S. Bancorp • Portland, OR, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Skilled Nursing Facility (SNF) Speech Language Pathologist

    Travel Skilled Nursing Facility (SNF) Speech Language Pathologist

    Jackson Therapy Partners • Saint Helens, OR, US
    serp_jobs.job_card.full_time +1
    Jackson Therapy Partners is seeking a travel Skilled Nursing Facility (SNF) Speech Language Pathologist for a travel job in St. Job Description & Requirements.Setting : Skilled Nursing Facility&#...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Portland, Oregon, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Speech Language Pathologist (SLP) - $1,940 per week in Saint Helens, OR

    Travel Speech Language Pathologist (SLP) - $1,940 per week in Saint Helens, OR

    Core Medical Group • Saint Helens, OR, US
    serp_jobs.job_card.full_time
    Client in OR seeking Speech Language Pathologist : LTC / SNF.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted