Investment Counselor at Fisher Investments
Costa Rica, , Costa Rica -
Full Time


Start Date

Immediate

Expiry Date

29 Apr, 25

Salary

10000.0

Posted On

30 Jan, 25

Experience

2 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Travel, Consultative Approach, Financial Markets, Client Focus

Industry

Financial Services

Description

Come join our firm as an Investment Counselor and be the primary contact for a roster of assigned high-net-worth clients. Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don’t have to wear the ‘many hats’ of a typical Financial Advisor. Now is your opportunity to receive in-depth training on US financial markets so that you can help clients reach their long-term financial goals and better the investment universe.

Responsibilities
  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Employer-paid $10,000 life insurance policy
  • 15 days of annual leave, plus up to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • $10,000* fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency
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