Australian Investment Counsellor

3 days ago

Sydney, Australia Fisher Investments Europe Full time

Overview:
Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia® is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our presence in the Australian market by becoming an Investment Counsellor

**The Opportunity**:
Investment Counsellors are the main point of contact for our high-net-worth private clients. When you come to work for us, you will on-board and educate new clients with an abundance of support from internal portfolio decision-makers and auxiliary research teams, client service associates, and a renowned sales team. You will also receive an elevated finance and capital markets education to understand our firm’s unique approach to global investing. We offer a compensation structure that aligns with our clients’ best interest and our commitment to being a fiduciary firm. You will report to our Client Services and Sales Support Team Manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.

**The Day-to-Day**:
As an Investment Counsellor, you are the main point of contact for clients of Fisher Investments Australia. You will:

- Build lasting relationships by proactively speaking with each client on at least a quarterly basis to review their unique financial situation and ensure we’re on track to meet their individual long term financial goals
- Help your clients understand our Investment Policy Committee’s (IPC) investment recommendations, our top-down portfolio strategy, important events in the market and investments in their portfolio
- Utilize your experience and knowledge to help build a strong foundation for Fisher to better the investment universe in Australia

**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 RG 146 standard
- Knowledge of the Australian asset management industry, regulations and procedures
- University degree, suitable graduate diplomas or equivalent combination of experience
- Yield a thoughtful consultative approach with an emphasis on client focus

**Why Fisher Investments Australia**:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

**Benefits**:

- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid superannuation of 10.5% salary
- 20 days of annual leave, in addition to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, Australia Fisher Investments Europe Full time

    Australian Investment Counsellor **Overview** Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia® is our newest development within a globally diverse privately held investment firm. Join our team...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Europe Full time

    Australian Investment CounsellorOverviewAre you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Europe Full time

    Overview:Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our presence...

  • Australian Investment Counsellor

    1 month ago

    Sydney, Australia Fisher Investments Full time

    Overview Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    Overview Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our...

  • Australian Investment Counsellor

    4 weeks ago

    Sydney, Australia Fisher Investments Full time

    Overview Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our...

  • Australian Investment Counsellor

    3 weeks ago

    Sydney, Australia Fisher Investments Europe Full time

    Australian Investment Counsellor **Overview** Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australia® has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm. Join our team as a pioneer and help grow our presence in the...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    Join our team as an Investment Counsellor to work with a roster of high-net-worth clients at Fisher Investments Australia. We have a unique approach that separates sales and client service, allowing you to focus solely on providing the best service. Use your finance expertise to contribute to the investment world with a globally diverse firm.Exciting...

  • Australian Investment Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Europe Full time

    Australian Investment CounsellorOverviewStop prospecting Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australia has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have to wear...

  • Counsellor

    3 weeks ago

    Sydney, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start - Permanent/Ongoing Positions - Excellent $$$ and Opportunities for Growth - Supportive, team environment! **COUNSELLOR** **THE POSITION**: **Stream Healthcare** is recruiting a Counsellor for positions based in Sydney and regional NSW. The positions are working for an NGO and specialising in either AOD Counselling, Child and Family or Community...

  • Education Counsellor

    6 days ago

    Sydney, Australia Australian Management and Education Services Full time

    AMES Group is seeking a highly organized and detail-oriented individual to join our team as an Education Counsellor. As an Education and Migration Consultancy, we are dedicated to assisting students who aspire to study in Australia. This role will be based at our Sydney office and will require effective communication and coordination with our branches in the...

  • Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start Permanent/Ongoing Positions Excellent $$$ and Opportunities for Growth Supportive, team environmentCOUNSELLORTHE POSITION:Stream Healthcare is recruiting a Counsellor for positions based in Sydney and regional NSW. The positions are working for an NGO and specialising in either AOD Counselling, Child and Family or Community Therapeutic work. You...

  • Counsellor

    3 weeks ago

    Sydney, Australia Sykee Full time

    **Join us to support and improve the live’s of others**: **Are you a registered psychotherapist? Are you a psychology or counselling graduate? Are you still studying? Are you looking to expand your horizons in the field by working in the industry, utilising the skills you’ve already learnt, while making a difference in the lives of others?**: Benefits of...

  • Counsellor

    3 weeks ago

    Sydney, Australia Sykee Full time

    **Join us to support and improve the live’s of others**: **Are you a registered psychotherapist? Are you a psychology or counselling graduate? Are you still studying? Are you looking to expand your horizons in the field by working in the industry, utilising the knowledge you’ve already learnt, while making a difference in the lives of others?**: **Read...

  • School Counsellor

    5 days ago

    Sydney, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start - Permanent/Ongoing Positions - Excellent $$$ and Opportunities for Growth - $$$ for Relocation and Rent Assistance **COUNSELLOR** **THE POSITION**: **Stream Healthcare** is recruiting Counsellors for positions based in regional NSW. The positions are working for an NGO and specialising in School Counselling. This is a great opportunity for...

  • Rehabilitation Counsellor

    2 weeks ago

    Sydney, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start - Full time and Part time roles available - Excellent $$ and benefits! - Supportive Team + Flexibility **Rehabilitation Counsellor NEEDED!** **THE POSITION**: **Stream Healthcare** is recruiting Rehabilitation Counsellors for positions across Sydney and regional NSW! **APPLY NOW!** **SELECTION CRITERIA** - Qualified Rehabilitation Counsellor...

  • Rehabilitation Counsellor

    2 weeks ago

    Sydney, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start - Fantastic Remuneration! - Supportive Team & Opportunity to Grow! **Rehabilitation Counsellor roles available in Sydney and across NSW!** **THE POSITION**: **Stream Healthcare** is recruiting rehabilitation counsellors for multiple roles across Sydney and NSW! You will hold a mixed aged case load, and be a part of a vibrant and extremely...

  • School Counsellor

    2 weeks ago

    Sydney, New South Wales, Australia Stream Recruitment Group Pty Ltd Full time

    ASAP start Permanent/Ongoing Positions Excellent $$$ and Opportunities for Growth- $$$ for Relocation and Rent AssistanceCOUNSELLORTHE POSITION:Stream Healthcare is recruiting Counsellors for positions based in regional NSW. The positions are working for an NGO and specialising in School Counselling.This is a great opportunity for early career professionals...

  • Investment Analyst

    2 weeks ago

    Sydney, Australia Schroder Investment Management Australia Limited Full time

    **What you’ll do** - Responsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser. - Primary responsibility for the production and...