Overview
The Opportunity:
The Fisher Investments Europe (FIE) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies. We are looking for a Wealth Engineer Associate to support our Wealth Solutions team.
The Day-to-Day:
- Help evaluate the current financial situation for private clients
- Cash flow strategies using cash-flow analyses
- Inheritance tax and Estate Planning
- Optimise investments - reviewing suitability of investment wrappers
- Write insurance policy proposals which are delivered to our Private Clients in France
- Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
- Interact with various groups internally and externally to insure clients' needs are met
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Your Qualifications:
- Master's Degree in Financial Planning
- Experience with financial planning principles
- Native French language proficiency and proficiency in English
- Recruitment process will be in English
- You are engaging and can connect with a wide array of audiences by phone and email
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- Good knowledge of Assurances Vie and Contrats de Capitalisation
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
- It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
- $10,000 fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER