Annuity Counselor

Fisher Investments 249 reviews San Mateo, CA
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Job Description

Overview:

Do you speak fluent variable, fixed, and indexed annuity? Can you explain an income benefit rider roll-up off the top of your head?

Look...annuities are a tool to help reach an individual’s financial goals. Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances – especially a tool with such a long commitment. Where do investors holding an inappropriate tool turn for help? Who is able to work on these investor’s behalf to get them back on the right path? Up until recently an annuity investor’s only options were to pay the exorbitant fees or do a 1035 exchange to another potentially inappropriate annuity. The financial options were mostly limited, until now. Fisher Investments is pioneering a new option to help investors, and we need your help.

As an Annuity Counselor, you’ll use your excellent communication skills and in-depth knowledge of annuities to be an advocate for high-net-worth investors. You’ll work with our Portfolio Evaluation Group, to analyze how suitable their current annuity holdings are for reaching their financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible approach. You won’t be able to help everyone. In many cases the cost of surrendering an annuity outweighs the benefit for the investor, but for those we can help, it’s extremely rewarding. They now have the opportunity for a portfolio that is more liquid and effective at achieving their goals.

Throughout your experience here, you’ll develop and broaden your capital markets knowledge, interact with nearly every department of our firm, and have merit-based opportunities for ongoing advancement throughout your career.

From the outset, a dedicated Associate Annuity Counselor will help ensure you have the administrative, research, and practical assistance you need to be successful. This will allow you to focus on building relationships and sharing your ever-growing expertise to help our clients (and prospective clients) make more informed decisions with regard to their investments.

Some of What We’ll Provide You

  • A strong investment education so you can provide prospective clients with information regarding other types of investment strategies such as those typically employed by Fisher Investments for high-net-worth clients
  • The ability to work closely with various internal departments to understand the financial situation of prospective clients and potential issues associated with the surrender of an annuity
  • Tools to investigate, analyze, and comprehensively understand the various features of prospective and current clients’ specific annuities
  • The opportunity to educate prospective and current clients regarding annuities, including a balanced view of the benefits and disadvantages of their specific annuity

Those who succeed in the role have their State Life & Health or equivalent insurance license because they’ve already been selling annuity products. You’ll become part of a Registered Investment Advisor—you’ll need your Series 65 designation in order to speak to clients, but we can help you obtain it. Those who thrive in this role embody flexibility and initiative—they can prioritize responsibilities and handle day-to-day changes in workload within this fast-growing business unit. As you can imagine, advanced understanding of annuities and riders, as well as excellent communication skills, are paramount.

Why Fisher Investments?

Fisher Investments is not your average finance company. We are a privately-held investment management firm, who believes it’s our responsibility and calling to better the Investment Universe. We pride ourselves in being unconventional—to benefit the client, and set ourselves apart from the competition. We provide separate account management for a national high-net-worth client base, and are expanding globally.

We’ve done everything possible to remove conflicts of interest and align our objectives with the clients’ goals. We want to continue to develop client education too. We believe we’ll build our business on increased directness and transparency, to lead the way in bettering the Investment Universe. We have great ambitions, and we need high caliber employees to get us there.

So, what are you waiting for? Take that next leap in your career and apply now!

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Company Info

Fisher Investments Reviews

3.0
249 Reviews
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Fisher Investments Founder, Chairman and CEO Ken Fisher
Ken Fisher
185 Ratings
    1. Great company for anyone looking for work in the financial sector

      • Comp & Benefits
      • Work/Life Balance
      • Senior Management
      • Culture & Values
      • Career Opportunities
      Former Employee - Junior Associate in San Mateo, CA
      Former Employee - Junior Associate in San Mateo, CA

      I worked at Fisher Investments

      Pros

      Room for growth, high focus on teaching, open working environment.

      Cons

      Worked there part time for the Summer, so compensation was kind of low.

      Recommends
      Positive Outlook
      Approves of CEO
    2. 1 person found this helpful

      Interesting work, uniquely specific company culture

      • Comp & Benefits
      • Senior Management
      • Culture & Values
      Former Intern - Intern in Camas, WA
      Former Intern - Intern in Camas, WA

      I worked at Fisher Investments as an intern (less than a year)

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      Pros

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      Cons

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      Advice to ManagementAdvice

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    3. 2 people found this helpful

      pros and cons for working at Fisher Investments in Camas.

      • Comp & Benefits
      • Work/Life Balance
      • Senior Management
      • Culture & Values
      • Career Opportunities
      Former Employee - Anonymous Employee in Camas, WA
      Former Employee - Anonymous Employee in Camas, WA

      I worked at Fisher Investments

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      Pros

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      Cons

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      Advice to ManagementAdvice

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    4. See more reviews on company profile (249)