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About the Role

As an Investment Counsellor, you will be the voice of FIA, partnering with internal teams to provide exceptional service to a provided roster of high-net-worth clients. This fee-only fiduciary firm offers a unique training program and a supportive management structure.

Responsibilities

• Be the heart of FIA, building trusting relationships with clients.
• Educate clients on top-down portfolio strategy, investments, and market events.
• Proactively connect with clients quarterly to review asset allocation and progress toward financial goals.
• Rely on the sales team to gradually build your roster of high-net-worth clients.

Requirements

• 5+ years of experience creating and building new client relationships and instilling trust within the investment industry.
• Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures.
• University degree, suitable graduate diplomas, or equivalent combination of experience.
• RG146 strongly preferred or completion of studies meeting RG 146 standard.
• Yield a thoughtful consultative approach with an emphasis on client focus.

Location

• Sydney

Work Type

• In-office
• Hybrid (potential)

Experience Level

• 5+ years

Education Level

• University degree
• Graduate diplomas
• Equivalent combination of experience

Benefits

• 100% paid premiums for top-tier supplemental healthcare plan (medical, dental, vision) for employees and dependents.
• Super contributions at the applicable superannuation guarantee percentage.
• 20 days of annual leave, in addition to 10 paid holidays.
• Employee Assistance Program and other emotional wellbeing services.
• $10,000 equivalent fertility, hormonal health and family-forming benefit.
• Collaborative working environment with ongoing training, educational support, and employee appreciation events.

About the Company

• Fisher Investments Australasia PTY Ltd is a globally diverse, privately held investment firm.
• The firm has a specialized approach focused on high-net-worth clients with a separation of sales and client service.
• Fisher Investments works for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first.
• The company provides clients with unmatched service, continuous education, and unique perspectives on investing.
• FIA is expanding its Private Client Group into Australia and New Zealand.

Equal Opportunity

• FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER.