Finance Relationship Manager at Minneapolis

Job Description

Want to get out of the brokerage world but continue your finance career by joining a world class Investment Manager with offices on the West coast? Tired of financial sales?

Fisher Investments is a privately-held investment management firm who manages portfolios for high net worth private clients and some of the worlds preeminent institutions. Weve grown significantly within the financial services industry over the past decade and are now searching for highly talented finance professionals to join our team as Investment Counselors on the West coast in our Camas, WA office (near Portland, OR).

Responsibilities:

• Oversee Fisher Investments high-net-worth client relationships
• Communicate current market strategy and portfolio updates to assigned clients
• Act as the liaison between our affluent clients and the Companys investment decision-makers
• Gain advanced finance and capital markets education through our training and mentoring program
• No prospecting, cold-calling or sales - Fisher Investments furnishes all of the clients

Qualifications:

• 3+ years of investment industry or financial services success
• Applicable finance experience and knowledge of finance and capital markets
• Bachelors degree or equivalent combination of education/experience
• Efficient and organized time management skills
• Dynamic communication skills
• Articulate and charismatic with a highly professional work ethic

Benefits:

• Competitive compensation package
• Full medical, dental and vision benefits
• 401(k) plan with 50% company match
• Open and supportive team-based environment
• Generous paid time off

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Requirements

 
Country: USA, State: Minnesota, City: Minneapolis, Company: Fisher Investments.