The Opportunity
As an Investment Counsellor, you are the voice of FIA. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and our renowned sales team to provide clients the best service possible. We are a fee-only fiduciary firm, so your compensation aligns with clients' best interests without relying on commissions. You will receive a unique training program that gives you an elevated finance and capital markets education to master our approach. You will report to your group manager to navigate client relationships and receive personalized career development.
This position is located in Sydney.
The Day-to-Day
* Be the heart of our FIA and build trusting relationships with clients.
* Educate clients about our top-down portfolio strategy, their investments and important market events.
* Proactively connect with clients quarterly to review their asset allocation and keep them on track toward their long-term financial goals.
* Rely on our sales team to gradually build your roster of high-net-worth clients.
Your Qualifications
* 5+ years of experience creating and building new client relationships and instilling trust within the investment industry (RG146 strongly preferred) or completion of studies meeting the RG146 standard.
* Knowledge of the Australian and/or New Zealand asset-management industry, regulations and procedures.
* University degree, suitable graduate diplomas or an equivalent combination of experience.
* Yield a thoughtful consultative approach with an emphasis on client focus.
Why Fisher Investments Australasia
We work for a bigger purpose: bettering the investment universe by always putting clients' interests first. We provide unmatched service, continuous education, and unique perspectives on investing. The next stage of our growth will be driven by expanding our Private Client Group into Australia and New Zealand, and you will be at the frontier of this expansion. We offer an inclusive culture where diverse perspectives are valued, ongoing training, educational support and employee appreciation events. This is an in-office role, but based on performance you may have the opportunity to hybrid-work from home.
Benefits
* 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental and vision) for employees and their qualified dependents.
* Super contributions at the applicable superannuation guarantee percentage specified in legislation up to the maximum superannuation contribution base.
* 20 days of annual leave plus 10 paid holidays.
* Employee Assistance Program and other emotional wellbeing services.
* $10,000 fertility, hormonal health and family-forming benefit (or local currency equivalent for employees outside the US).
* A collaborative working environment that practices ongoing training, educational support and employee appreciation events.
FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER.
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