Fisher Investments

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and overseeing the asset transfer process. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering a supportive culture with extensive internal resources and personalized career development. The role includes comprehensive benefits such as fully paid health premiums and a 401(k) match, set within an inclusive workplace dedicated to bettering the investment universe.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering ongoing coaching and a collaborative culture. The firm emphasizes professional growth through a customized learning framework and provides comprehensive benefits including full health coverage and a 401(k) match. The role is based on-site within the New Client Conversion group.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at Fisher Investments, focusing on onboarding new high-net-worth clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position offers an appealing hybrid service and sales environment that eliminates cold calling and prospecting, allowing professionals to leverage their financial planning expertise. The role is supported by a collaborative culture with ongoing coaching, access to internal research teams, and a comprehensive benefits package including paid medical premiums and a 401(k) match.

The Portfolio Counselor role serves as the short-term point of contact for high-net-worth clients within the Private Client Group at a global investment firm. Key responsibilities include onboarding new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers in collaboration with sales and operations teams. This position appeals to professionals seeking a hybrid service and sales environment that eliminates cold calling and prospecting while offering ongoing coaching and career development. The role features a collaborative culture focused on bettering the investment universe, supported by comprehensive benefits including paid health premiums, a 401(k) match, and generous paid time off.