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
Senior Data Center Critical Facilities Engineer Equinix is the world’s digital infrastructure company, operating 250 data centers across the globe...
Apply For This JobSr. Associate Scientist, Bioreactor Process Design | Seattle, WA Just – Evotec Biologics’ Bioreactor Process Development group is seeking an...
Apply For This JobThe Marion County Sheriff’s Office offers a highly competitive benefits package to all full-time employees and new incentives for Florida...
Apply For This JobWho We Are Our work matters – robotics is transforming the world of commerce. Every day our intelligent robots are...
Apply For This JobAbout: Macy’s is proudly America’s Department Store. There’s a reason we’ve been around for 160 years. Customers come to us...
Apply For This JobThis is a full time position. Primary responsibility is to Take Excellent Care Of Our Customers by satisfying each customer’s...
Apply For This Job