Financial Counselor

Company: Fisher Investments
Location: Gresham
Posted on: November 19, 2022

Job Description:

Our Investment Counselors are the unparalleled service experts of our firm, they are the face and voice of Fisher to our clients. Joining the IC team means building relationships with an assigned roster of high-net-worth clients, educating them on markets and our investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping with their service needs. Your overall mission will be to understand your clients and help them stay on their path towards their financial goals. -BRIDGE DETAILS -What to expect:

• 3-4 hours weekly commitment, 8 weeks total
• Learn the fundamentals of Fisher Investments' philosophy and how to effectively communicate it to clients
• GVP and TL approval are required before submitting a statement of interest
• During the firm's Protect the Core environment, approval for participation in the next IC Bridge class will also depend on your current role, team capacity and if the needs of the business can support your involvement
• Participation in IC Bridge does not guarantee a job offer -Desired qualifications:
  • Strong time management and organizational skills
  • High attention to detail
  • Does not fear challenging conversations
  • Ability to deliver superior client service and effectively build relationships
  • Thirst for capital markets knowledge
  • Drive to produce resultsTo apply, please submit a statement of interest through the Career Center. We will conduct a preliminary screen of applicants based on eligibility, performance and manager feedback. You may not receive an invitation to participate. If you'd like to know more about IC Bridge, feel free to contact Michael Birnbaum or Wendy Nicholsen, US PCG Training & Development Program Managers. - -We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. -You'll need each of these target skills at these proficiency levels to meet expectations in the role, but you don't need them to apply! These can be opportunities for growth: -Skills: -SkillTarget[S] Knowledge of FI's Investment Philosophy and Portfolio Strategy4[S] Knowledge of Competitive Landscape and Products3[S] Knowledge of Financial Markets3[S] Documentation Management3[S] Understanding Firm Structure2[S] Risk Awareness2[S] Operational Adherence2[S] Knowledge of Regulatory Environment2 - -Competencies: - -Client Focus - Professional LevelCollaborates - Professional LevelCommunicates Effectively - Professional LevelDrives Results - Professional LevelInstills Trust - Professional LevelValues Differences - Professional LevelManages Complexity - Professional LevelNimble Learning - Professional Level -*For more information on skills and competencies click -to launch from the Learning Center.

Keywords: Fisher Investments, Gresham , Financial Counselor, Other , Gresham, Oregon