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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, Corvallis , Investment Counselor, Other , Gresham, Oregon

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