Swedish Private Client Advice Associate

at  Fisher Investments

THE OPPORTUNITY:

The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.
As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

YOUR QUALIFICATIONS:

• A University degree or equivalent combination of education/experience
• Fluent language proficiency in: Swedish (Written and Verbal)
• Experience with financial planning and investment principles or industry exams preferable
• Produce quality work within a target timeline
• Eager to work in an energetic, collaborative environment to support high-volume output

• 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
• Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly gym subsidy of up to €50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency