Portfolio Counselor

About the Role

Are you a financial advisor looking to move away from cold calling and prospecting? Fisher Investments invites you to join our New Client Conversion (NCC) group as a Portfolio Counselor. This is a lucrative professional-level role within our Private Client Group (PCG), designed for those passionate about sales, financial planning, and educating clients on portfolio strategies.

As the short-term point of contact for high-net-worth clients, you will welcome and onboard new clients by applying your financial planning knowledge and consultative approach. You will positively influence clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. The role offers ongoing sales coaching in an energetic environment, supported by internal teams including Research, Operations, and the Investment Policy Committee (IPC). You will report to a group manager who will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day

In this hybrid service and sales environment, you will partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire the firm. Your daily activities include helping bring in new assets through client referrals, educating clients on Fisher's investment philosophy, and aligning portfolio strategies with clients' goals. You will oversee the client onboarding process, including the transfer of assets, and collaborate with several teams to provide unparalleled service. A key part of your journey involves introducing clients to their long-term relationship manager once the onboarding is complete.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It is the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits, including 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a 50% 401(k) match up to the IRS maximum, and 20 days of PTO plus 10 paid holidays. We also offer Family Support programs, including 8 weeks of Paid Primary Caregiver Leave and assistance with fertility, family forming, and hormonal health.

Equal Opportunity

Fisher Investments is an Equal Opportunity Employer.