Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about financial planning and educating clients on portfolio strategies, we want to hear from you.
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investment's AUM growth. Receive ongoing sales coaching in an energetic environment. Benefit from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). Positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility by building transparent relationships with clients. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
Portfolio Counselors responsibilities include:
Why Fisher Investments
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER