Portfolio Counselor

Are you a financial advisor looking to move away from cold calling and prospecting? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. This role is designed for those passionate about sales, financial planning, and educating clients on portfolio strategies within a hybrid service and sales environment.

The Opportunity

As a Portfolio Counselor within our Private Client Group (PCG), you will serve as the short-term point of contact for high-net-worth clients. Your primary mission is to welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility.

You will receive ongoing sales coaching in an energetic environment while benefiting from internal support teams, including Research, Operations, and the Investment Policy Committee (IPC). Reporting to a group manager with extensive experience in the role, you will receive personalized career development assistance to help you navigate client relationships effectively.

The Day-to-Day

In this role, 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. Additionally, you will introduce clients to their long-term relationship managers to ensure a seamless transition.

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.