Job Title

Australian/New Zealand Investment CounsellorOverviewStop prospecting! Come join our firm as an Investment Counsellor for a provided roster of highnetworth clients. Fisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on our highnetworth 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 professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.OpportunityAs 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 renowned sales team to give our clients the best service possible. With our commitment to being a feeonly fiduciary firm, you''ll appreciate knowing our compensation structure aligns with our clients'' best interests without relying on commissions. Through our unique training program, FIA offers an elevated finance and capital markets education to understand our firm''s unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This position is located in Sydney.DaytoDayBe the heart of our FIA, build trusting relationships with our clientsEducate clients on our topdown portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we''re on the right track toward their longterm financial goalsRely on our sales team to gradually build your roster of highnetworth clientsQualifications5+ 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 standardKnowledge of the Australian and/or New Zealand asset management industry, regulations and proceduresUniversity degree, suitable graduate diplomas or equivalent combination of experienceYield a thoughtful consultative approach with an emphasis on client focusBenefits100% paid premiums for our toptier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependentsSuper contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base20 days of annual leave, in addition to 10 paid holidaysEmployee Assistance Program and other emotional wellbeing services$10,000 fertility, hormonal health and familyforming benefitA collaborative working environment that practices ongoing training, educational support and employee appreciation eventsInoffice role; may have opportunity to participate in a hybrid workfromhome programme subject to changeEmployees residing outside of the US will be eligible for the $10,000 equivalent in their local currencyFISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYERSeniority levelMidSenior levelEmployment typeFulltimeJob functionFinance and Sales #J-18808-Ljbffr