Billing Financial Counselor

Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year 2+ years of instilling trust and building client relationship within the finance industry ~ Series 65 (we will help you obtain upon starting) ~ Bachelor's degree or equivalent work experience ~ Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents ~ 20 days of PTO, plus 10 paid holidays ~ Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care ~ This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Competitive Salary Employee Perks Welcome Bonus = Sign up today! Seniority level Entry level Employment type Full-time Job function Finance and Sales Get notified about new Financial Counselor jobs in Portland, OR . Financial Solutions Advisor--Consumer Investments--Portland Metro Area Financial Solutions Advisor--Consumer Investments--Portland Metro Area Financial Solutions Advisor--Consumer Investments--Portland Metro Area Financial Solutions Advisor--Consumer Investments--Portland Metro Area Financial Solutions Advisor--Consumer Investments--Portland Metro Area Merrill Financial Solutions Advisor - Oregon & SW Washington Market Merrill Financial Solutions Advisor - Oregon & SW Washington Market Merrill Financial Solutions Advisor - Oregon & SW Washington Market Financial Solutions Advisor--Consumer Investments--Portland Metro Area Member Advisor II - Remote Delivery (46037) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #