Fisher Investmentsis a money management firm, managing $45+ billion in private client and institutional assets. We believe successful portfolio management requires cutting-edge technology and continuous innovation. Our firm is growing, and we are looking for talented, motivated individuals to join our Private Client Group!
Oversee a roster of high net worth private client relationships valuing $100+ million
Communicate the firm's current market strategy and portfolio structure with assigned clients
Act as the liaison between clients and the firm's investment strategy decision-makers
No prospect- or cold-calling; Fisher Investments furnishes all the clients
Gain advanced capital markets education through our training and mentoring programs
Participate in ongoing opportunities for merit-based career advancement
Qualifications:
Demonstration of extensive professional investment industry success
Practical knowledge and applicable experience in stock markets
2+ years of successful client management experience
Bachelor's degree or higher from a four-year college or university
Benefits:
Competitive base salary with a rewarding bonus structure
Open and supportive team-based environment
Work-life balance
Generous paid time off
Full medical, dental, vision benefits
401(k) plan with company match
Location: Our office location in Vancouver, WA takes advantage of the fact Washington and Oregon are consistently ranked in the top places to live in the U.S. by major news magazines. The Portland Metro Area offers plenty of activities for urban and outdoor enthusiasts alike, with numerous options for restaurants, nightlife, shopping, hiking, skiing, rafting and wine-tasting to name a few!
Thank you for your interest in our firm. We look forward to hearing from you!
