High AUM Associate Investment Counselor

At a Glance:

Statement of Interest: Yes

Contact: Monica Scoville

The Opportunity:

As an High AUM Associate Investment Counselor you’ll work jointly with High AUM Investment Counselors to support the firm’s largest private client relationships, ensuring they receive truly unparalleled attentiveness and service. This is a unique opportunity to mature your skillsets through working with the most intricate and highest valued client relationships at Fisher Investments, in a group committed to a collaborative and innovative approach to wealth management.

We're looking for someone with a client-focused mindset who can manage complexity in a fast-paced environment. You'll learn how to think differently to efficiently and effectively meet our client’s needs, navigate challenging client conversations, and manage nuanced processes across various internal and external partners. Join our innovative group and make an immediate impact while developing the skills necessary to further hone your career!

The Day-to-Day:

• Be our client’s point-of-contact while their Sr. IC is unavailable, travelling for client meetings, or out of the office
• Answer inbound client calls (Teamlines) for the High AUM group, assisting clients if their Sr. IC is unavailable
• Build relationships with a dedicated group of client households, being their point-of-contact for facilitating operational needs or administrative account updates. Working directly with internal and external departments to fulfill client requests
• Build your knowledge of FI’s philosophy, global markets, financial planning, and internal policies and procedures

Your Qualifications:

• Are a savvy and effective communicator, allowing you to work with a wide variety of internal and external groups
• Exhibit outstanding organization and prioritization skills used to manage complexity.
• Demonstrated success in current role with proven focus on elite client service and professionalism
• Are a quick and nimble learner – able to adapt to change, pick up new concepts and technologies handily
• Looking to expand knowledge on FI’s philosophy and the ‘why’ behind the decisions we make for our clients
• Experience in an Operational or Client-Facing setting is preferred
• Willing to pass (or have already passed) the Series 65 exam

Compensation:

• $65,000 - $90,000 base salary per year in the state of WA. Employees new to the role should expect to start at the lower end of the range depending on experience.
• Employees will continue to be eligible for a discretionary bonus based on firm and individual performance. For any questions, please reach out to the hiring manager.

We ask all applicants to submit a statement of interest.  We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Monica Scoville, High AUM Support TL, whom you will report to in this role.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER