Australian Investment Counsellor

7 days ago

Sydney, New South Wales, Australia Fisher Investments Full time

pbAbout the Role/b/ppFisher Investments Australasia PTY Ltd is seeking an Investment Counsellor to join our team in Sydney. As an Investment Counsellor, you will be the voice of our firm, partnering with internal portfolio decision-makers, research teams, and sales teams to provide exceptional service to our high-net-worth clients./ppbThe Opportunity/b/ppAs an Investment Counsellor, you will have the opportunity to work with a globally diverse privately held investment firm, committed to being a fee-only fiduciary firm. Our compensation structure aligns with our clients' best interests, without relying on commissions. You will receive an elevated finance and capital markets education through our unique training program, and will report to a group manager with previous experience in the role./ppbResponsibilities/b/pulliBuild trusting relationships with our clients/liliEducate clients on our top-down portfolio strategy, their investments, and important market events/liliProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long-term financial goals/liliRely on our sales team to gradually build your roster of high-net-worth clients/li/ulpbRequirements/b/pulli5+ 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/liliKnowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures/liliUniversity degree, suitable graduate diplomas, or equivalent combination of experience/liliYield a thoughtful consultative approach with an emphasis on client focus/li/ulpbAbout Fisher Investments/b/ppFisher Investments is committed to 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./ppbBenefits/b/pulli100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents/liliSuper contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base/lili20 days of annual leave, in addition to 10 paid holidays/liliEmployee Assistance Program and other emotional wellbeing services/lili$10,000* fertility, hormonal health, and family-forming benefit/liliA collaborative working environment that practises ongoing training, educational support, and employee appreciation events/li/ulp*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency./ppFISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER/p

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