Investment Counselor

Company: Fisher Investments
Location: Gresham
Posted on: November 1, 2024

Job Description:

Role OverviewFisher Investments is seeking a skilled Investment Counselor to join our team. As an Investment Counselor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.Key Responsibilities

Develop and implement customized investment strategies for clients
Provide ongoing portfolio management and monitoring
Collaborate with internal teams to ensure seamless client service
Stay up-to-date on market trends and economic conditions to inform investment decisionsRequirements
- 2+ years of experience in the finance industry
- Series 65 license (or ability to obtain)
- Bachelor's degree or equivalent work experience
- Strong analytical and communication skillsWhy Fisher Investments?We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional client service and helping our clients achieve their financial goals.

Keywords: Fisher Investments, Tigard , Investment Counselor, Other , Gresham, Oregon

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