Australian/New Zealand Investment Counsellor

Overview Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on our high-net-worth 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. The Opportunity: As 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 fee-only 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. The Day-to-Day: Be the heart of our FIA, build trusting relationships with our clients Educate clients on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients Your Qualifications: 5+ 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 standard Knowledge of the Australian and/or New Zealand asset management industry, regulations and procedures University degree, suitable graduate diplomas or equivalent combination of experience Yield a thoughtful consultative approach with an emphasis on client focus Why Fisher Investments Australasia: At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing. The next stage of Fisher's growth will be driven by the expansion of FIA's Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe. Benefits: 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base 20 days of annual leave, in addition to 10 paid holidays Employee Assistance Program and other emotional wellbeing services $10,000* fertility, hormonal health and family-forming benefit A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

Act as the primary point of contact for high-net-worth clients, educating them on top-down portfolio strategies and market events. Proactively review asset allocations quarterly to ensure alignment with clients' long-term financial goals.

Requires 5+ years of experience building client relationships in the investment industry and a university degree or equivalent. Knowledge of Australian/New Zealand asset management regulations and RG146 certification are strongly preferred.

• Supplemental Healthcare Plan • Medical Insurance • Dental Insurance • Vision Insurance • Superannuation Contributions • 20 Days Annual Leave • 10 Paid Holidays • Employee Assistance Program • Emotional Wellbeing Services • Fertility, Hormonal Health And Family-forming Benefit • Ongoing Training • Educational Support • Employee Appreciation Events

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Investment Counseling
• Asset Allocation
• Portfolio Strategy
• Consultative Approach
• Financial Planning
• Capital Markets Knowledge
• Fiduciary Duty
• Client Education
• High-net-worth Client Management

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Management & Leadership

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Apply by

Jul 7, 2027

Posting language

English

Working hours

40 hours per week