High AUM Investment Counselor
Fisher Investments - Camas, WA
Hiring: High AUM Investment Counselor Company: Fisher Investments Location: Camas, WA Job Posted Time: 2026-09-10 14:58:15 Employment Type: Hybrid Target Skills & Keywords : Wealth Management About the job Experience: •7-12 years of experience in asset management and client services •12 years of experience in asset management and client services Required Skills: •Contacting new clients to welcome them to FI and discuss the client's account setup and transfer of assets •Educating clients on our top-down portfolio strategy, their investments, important market events and competitive landscape •Documenting relevant client information, including background, financial situation, and conversations with clients •Handling all questions and requests from your client •Monitoring and communicating IPC's strategy in the client's portfolio •Collaborating with internal and external partners to fulfill client requests Qualifications: •Bachelor's degree or equivalent combination of education and experience required •Professional experience communicating knowledge of securities and markets directly with clients Compensation: •$85,000 - $115,000 / year •Flexible work environment (work from home / hybrid options) •Eligible for a discretionary bonus based on firm and individual performance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!