What are the responsibilities and job description for the Advisory Services Specialist position at Fisher Investments?
Required Qualifications and Experience
- 2 years experience working in financial services, preferably with a background in sales or customer-facing roles
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- Bachelor's degree in a relevant field such as finance, economics, or business administration
- Multi-year track record of success in persuading and educating prospects
