RELATIONSHIP MANAGER FOR A $30 BILLION INVESTMENT MANAGER

INVESTMENT COUNSELOR

FISHER INVESTMENTS is searching for a successful investment professional to potentially oversee $100+ million of relationships with our high-net-worth private clients. Fisher Investments is a growing $30 billion investment management firm located about 30 minutes south of San Francisco with offices in San Mateo and Woodside, CA. The firm has an excellent track record of successfully managing portfolios for high-net-worth private clients and for some of the world’s preeminent institutions. The ideal candidate for this role at the firm has a track record of professional success, several years of investor management experience working for established public or private companies, and is looking to build a long-term successful career.

INVESTMENT COUNSELOR RESPONSIBILITIESPotentially oversee $100+ million of client relationships with Fisher Investments high-net-worth clientsNo prospecting or cold-calling – Fisher Investments furnishes all of the clients
Communicate with your assigned clients current market strategy and portfolio structureAct as the liaison between our affluent clients and the investment decision-makersGain advanced capital markets education through our training and on-going mentoring programDiscuss the investment objectives, goals and expectations with each client. Discuss with each client their investment objectives, goals and expectationsProvide ongoing service personalized to each client’s circumstance and portfolioBuild long-term, trusting, and professional relationships with our clientsOPPORTUNITIESLucrative base salary along with a rewarding bonus structureFull medical, dental, vision and 401k benefits
Generous paid-time-offExtensive initial and advanced training programs
Centrally located for employees in San Francisco, the Peninsula, and the Silicon Valley
Excellent opportunities for merit based career advancementOpen and supportive team-based environment
REQUIREMENTS
MINIMUM QUALIFICATIONS2+ years of investment industry successTrack record primarily dealing with stock market investorsExtensive practical knowledge and applicable experience in stock markets
Bachelors degree or higher from a four-year university or college
Self-motivated and self-disciplined
Efficient and organized time management skills
Dynamic phone and in-person communication skills
Articulate and charismatic with a highly professional work ethicPlease take advantage of the opportunity to submit your resume to Fisher Investments or learn more about Fisher Investments and our Private Client Group through our website.
www.fishercareers.com



Reference Job Code 517 when applying to Fisher Investments to ensure that your resume is properly routed.


Candidates applying to this position may have some of the following in their resume: Financial Advisor, Financial Consultant, Financial Planner, Client Services Officer, Relationship Manager, Registered Representative, Series 7, Series 6, Series 65, Series 63, CFA, CFP, MBA, Stock Broker, Portfolio Manager, Investment Manager, Investment Advisor, RIA, Investment Consultant, Finance Professional.