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 sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of 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 Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day:
Portfolio Counselors responsibilities include:
Your Qualifications:
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’s the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Hiring CDL Company Drivers in Seaford, DE. Apply once and choose a trucking job that works for you. Get home...
Apply For This JobJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for...
Apply For This JobShift : Start Time 2:00am Transportation Delivery Operations Supervisor – 3rd Shift – Ft Myers, FL 3rd Shift – Start...
Apply For This JobPurpose Finance Manager role supporting the Network Enablement program within the Development Portfolio, including being a contributor to agile development...
Apply For This JobWant to be a part of our team? Manages the development, implementation and/or maintenance of one or more accounting systems:...
Apply For This JobCustomer Service Job Posting Customer Service Job PostingAbout Apex Distributing Apex Distributing is a leading company in the Marketing &...
Apply For This Job