Portfolio Counselor

Fisher Investments
US - Florida - Tampa
June 30, 2024
Financial

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:

Partner with Fisher s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
Help bring in new assets through client referrals
Educate clients on Fisher s investment philosophy and what it means to work with Fisher Investments
Align our portfolio strategy with clients goals
Oversee clients onboarding process, including transfer of assets
Collaborate with several teams to provide unparalleled service
Introduce clients to their long-term relationship manager

Your Qualifications:

3+ years experience working in financial services
Hold Series 65 license or required upon hire
Understanding of capital markets and investment products
Manage complexity in a high volume environment

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:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Associated topics: commercial loan, customer, loan, loan originator, mortgage, mortgage loan officer, mortgage servicing officer, mortgage underwriter, officer, sale

Read the full job description and apply online on the recuiter's web-site

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