Investment Advisor Annuities
Company: Fisher Investments
Location: Beaverton
Posted on: May 12, 2022
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Job Description:
Do you have strong knowledge and familiarity with Variable,
Fixed, and Fixed Index Annuities? Do you like the idea of helping
investors?Complicated annuity contracts are sold to investors. We
have found that many annuity contract owners do not fully
understand how their detailed benefits work nor what the long-term
ramifications will be. Fisher Investments, a fiduciary from the
start, can help investors get the most out of those complicated
annuity benefits or make appropriate changes, all within the focus
on the investor's long-term goals.The Opportunity:As an Annuity
Counselor, you will work primarily with high-net-worth investors.
You can use your in-depth knowledge of annuities and other
insurance related products to be their advocate. You will work with
our analysts to interpret how the details of the annuity benefits
correlate towards the investor's financial goals. If appropriate,
we can help them surrender their annuity, and upgrade their
portfolio to a personalized, global, flexible, long-term strategy.
Regardless of the evaluation outcome, the work is extremely
rewarding. Join us as we help annuity contract owners and annuity
prospects get the information they need to make good investment
decisions going forward.Throughout your experience here, you will
develop and broaden your capital markets knowledge, work with
nearly every department of our firm, and have merit-based
opportunities for advancement throughout your career. You will
report to your Group Manager who will aid in your professional
development and role specific training.The Day-to-Day:Use tools to
investigate, analyze, and comprehensively understand the features
and benefits of prospective and current clients' specific
annuitiesEducate prospective and current clients regarding their
annuities, including a comprehensive view of the benefitsWork with
different internal departments to understand each client's
financial situation and potential ramifications associated with
keeping or surrendering their annuitiesYour Qualifications:2+ years
of experience with insurance/investments with an advanced
understanding of annuities and their benefits, including additional
ridersBeneficial if you have your State Life & Health or equivalent
insurance license in good orderMaintain a positive personality and
a strong client focusManage complexity and coordinate across
several departments under strict timelinesWe will help you obtain
your Series 65 designation to become a Registered Investment
Advisor (if you do not have it already)Why Fisher Investments:At
Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, it's the people that make the Fisher purpose
possible. And we invest in them by offering exceptional benefits
like:100% paid medical, dental and vision premiums for you and your
qualifying dependentsA 50% 401(k) match, up to the IRS maximum20
days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver
Parental LeaveBack-up Child Care Program available, offering up to
10 days annuallyA cumulative learning and development framework
customized for every employeeAn award-winning work environment -
we're Great Place to Work Certified, and Top Workplace winners from
The OregonianWe take great pride in our inclusive culture. We value
the different perspectives and unique skills you bring to the team
it makes us all better. Success at Fisher Investments is motivated
by results, a collaborative mindset and a commitment to
accomplishing great things so if you are ready to do that, we are
ready for you! Apply today to be a part of a team environment where
you make a difference in the lives of people by bettering the
investment universe.*California employees accrue up to 17 days of
PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Beaverton , Investment Advisor Annuities, Other , Beaverton, Oregon
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