Fisher Investments is an independent, fee-only investment adviser with three principal business units: US Private Client, Institutional, and International. The company serves a diverse global client base including corporations, pension funds, foundations, governments, and high net worth individuals. Founded in 1979 by Ken Fisher, who also writes extensively on finance and has authored several bestsellers, Fisher Investments is known for its expertise in portfolio management, investment advice, retirement planning, and other financial services.
Open Positions
Estate Planning Professional
5+ yrs trust/estate planning exp. Experience working on complex estates and handling sensitive info. Building trust is key
Translations Team Manager
BA/BS in Translation. 5+ years of translation leadership experience. Experience managing Translation Memories and style guides is necessary
Portfolio Counselor
3+ yrs financial services exp, Series 65 license req. Understanding of capital markets is vital. Strong sales & educational skills required
Estate Planning Professional
5+ yrs estate planning experience, complex estates skills. Familiarity with sensitive documents. Building credibility is a must
Portfolio Counselor
3+ yrs finance experience, Series 65 license (or required). Capital markets understanding. Ability to manage complex clients and handle volume
Portfolio Operations Associate
Bachelor's degree or equivalent experience is preferred. Strong accounting/financial knowledge and process improvement skills are crucial. Fluency in business English & Japanese required
Portfolio Optimization Analyst
Bachelor's degree or equivalent experience. 3+ years of optimization/quant modeling experience. Excellent communication and analytical skills
Portfolio Optimization Analyst
Bachelor's degree required. 3+ years experience in optimization solutions. Analytical and communication skills needed
Portfolio Optimization Analyst
Bachelor's degree or equivalent experience. 3+ years in optimization solutions. Strong analytical and communication skills
Portfolio Counselor
3+ years financial services experience, Series 65 license, and understanding of capital markets. Requires complex management skills in a high volume environment
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