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Investment Counselor for New Client Conversion (2019-8112)

San Mateo, CA, United States


Job Description


Do you enjoy helping new clients establish an investment strategy?

Do you have financial sales experience but no longer want to cold call potential leads?

Do you want uncapped earnings potential by doing the right thing for clients?

Do you still want access to a lucrative commission structure while focusing on client service?


The Opportunity:


At Fisher Investments, Investment Counselors for new client conversion are the primary contact for our high net worth clients from the beginning. This role is responsible for welcoming and onboarding new clients to Fisher Investments, ensuring that they fund their accounts, and helping align our portfolio strategy with their goals and objectives. You would be part of an elite team backed by our talented Investment Policy Committee (IPC).


Our clients work hard for their money and we work hard for our clients, striving to deliver high touch white glove service that exceeds expectations. Their success is our success, their goals are our goals. Building an honest transparent relationship with clients is an essential part of meeting our fiduciary responsibilities. Creating an honest authentic relationship with each client is integral to earning your compensation on high rates of conversion.


The Day-to-Day:

  • Articulate our financial philosophy to clients
  • Build rapport and establish trusting relationships with our clients
  • Guide clients through the beginning stages of what it means to work with Fisher Investments
  • Educate assigned clients on our investment philosophy and provide a fundamental understanding of our investment strategy

Your Qualifications:

  • 3-5 years’ experience in asset management, financial and client services
  • Success in a finance services or sales role
  • The ability to communicate effectively and connect with people
  • A commitment to providing elite service

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.







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