Financial Consultant - job 1 of 2

Job Summary:Fisher Investments is seeking to join our team. In this role, you'll work with a provided roster of high-net-worth clients, focusing solely on client service without the need for prospecting. As the primary point of contact, you'll guide clients towards their financial goals while upholding our commitment to being a fee-only fiduciary firm.Job Duties and Responsibilities:• Serve as the voice of Fisher Investments to high-net-worth clients, building and maintaining strong relationships.• Educate clients on our top-down portfolio strategy and important market events.• Conduct quarterly reviews to ensure alignment with clients' long-term financial objectives.• Collaborate with internal teams, including portfolio decision-makers and client service associates, to deliver exceptional service.• Gradually expand your client roster with the support of the sales team.Qualifications and Experience:• 2+ years of experience in the finance industry, with a focus on building client relationships.• Series 65 certification (assistance provided upon starting).• Bachelor's degree or equivalent work experience.• Strong consultative skills with a client-centric approach.Benefits of the Position:• Competitive salary and benefits package.• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.• Generous 401(k) match.• Paid time off, including holidays and sick leave.• Family support programs, including Paid Primary Caregiver leave and adoption assistance.• $10,000 fertility, hormonal health, and family-forming benefit.Salary: Salary for this position will be competitive and commensurate with experience.About Company:Fisher Investments is a privately held, multi-billion-dollar global investment firm committed to bettering the investment universe. We prioritize an inclusive culture and offer a learning and development framework customized for every employee. Fisher Investments is an Equal Opportunity Employer