UHNW Investment Counselor - Hybrid Wealth Strategy
Fisher Investments
Fisher Investments in Washington state seeks a High AUM Investment Counselor to be the primary long-term contact for UHNW clients, aligning portfolios with client goals and IPC guidance. You will welcome new clients, explain our top-down strategy, document client information, respond to inquiries, monitor portfolio strategy, and collaborate with internal partners to deliver exceptional service. #J-18808-Ljbffr Fisher Investments
Vacancy posted 1 day ago
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