Investment Advisor
This role is with a largePortfolio Management firm with over $200 billion in assets undermanagement. Each client would have a separately managed portfoliobased on their risk tolerance and asset allocation preference.
Portfolios are managed on a discretionary basis.
Thisis a relationship manager role where you are given a book of 150200households ($100 million to $150 million in assets) of high networth clients with assets in excess of 500k (per household).
Youare responsible for managing these client relationships andspeaking to clients about theirportfolios / investments.
Asthe central point of contact for your assigned client base youwould educate each of our clients on the firms investmentphilosophy explaining why weve made certain decisions for theirparticular portfolio and helping them understand events in thestock market all to help each of our clients stay on track toachieve their longterm financials goals.
Dueto the pay transparency laws that have gone in effect I amdisclosing the full salary range for the position. This includesthe highest paid employee at the firm $85000$120000 discretionarybonuses.
Howeverrealistically new hires should expect to start on the lower end ofthe compensation range at around $85000$95000 bonuses($).
Benefits : 100% coverage on all health / medical dental and vision care for youand any dependents and 401kmatching.
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Investment Advisor
You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions...
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As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. Stop prospecting! Come join our firm as an Investment Counsellor fo...
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Youare responsible for managing these client relationships andspeaking to clients about theirportfolios/investments. ...
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Investment Advisor
You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions...