UHNW Wealth Advisor -AUM Portfolios

Fisher Investments in Arlington, VA, seeks a High AUM Investment Counselor to serve UHNW clients as the primary long-term contact and liaison with the Investment Policy Committee. You will ensure portfolios align with client goals and communicate progress toward long-term investing objectives.

You will educate clients on our top-down portfolio strategy and market developments, document client information, and coordinate with internal and external partners to fulfill requests, building lasting

We would love to welcome a new UHNW Wealth Advisor for High-AUM Portfolios to our organisation in Arlington, VA, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the UHNW Wealth Advisor for High-AUM Portfolios role in the description above.

We appreciate your interest in this position.