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Finance / Investment Relationship Manager – Investment Counselor: Fisher Investments, Inc.

Company NameFisher Investments, Inc.
Job CategoryAccounting/Finance; Professional Services
LocationPortland, OR • San Francisco, CA
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelBachelor of Arts
Date PostedJanuary 8, 2009 (Reposted Oct 6)
View Fisher Investments, Inc. profile and job listings

Finance / Investment Relationship Manager – Investment Counselor



Finance / Investment Relationship Manager – Investment Counselor

Fisher Investments is a privately held investment management firm headquartered in the San Francisco Bay Area with a track record of successfully managing portfolios for high net worth private clients and some of the world's preeminent institutions. We have offices in the San Francisco Bay Area and the Portland Metropolitan Area.

Although we are not currently hiring Investment Counselors, we are accepting resumes for future consideration. If you are interested in finance jobs in California , Washington or Oregon , please submit your resume and we will keep it on file.

Responsibilities:

  • Serve as a relationship manager to Fisher Investments high net worth clients
  • Act as the liaison between our affluent clients and the Investment Policy Committee
  • Communicate current market strategy and portfolio structure to assigned clients
  • Gain advanced capital markets education through our training and mentoring program
  • No prospecting or cold-calling! Fisher Investments furnishes all of the clients

Qualifications:

  • Extensive professional investment industry success
  • Thorough knowledge of finance and equity markets
  • Strong communication and relationship-building skills
  • Excellent time management skills
  • Highly professional work ethic
  • Bachelor's degree or equivalent combination of education/experience

Previous Experience:

Candidates with previous experience in the following fields have excelled at Fisher Investments:

  • Brokers
  • Customer Service
  • Finance Jobs
  • Financial Analyst
  • Investment Advisor
  • Sales

Fisher Investments offers an impressive compensation package including full medical, dental, vision and 401(k) benefits as well as generous paid time off.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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