Financial Advisor - Annuities
Company: Fisher Investments
Location: Pinellas Park
Posted on: August 5, 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:
Keywords: Fisher Investments, Pinellas Park , Financial Advisor - Annuities, Accounting, Auditing , Pinellas Park, Florida
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