Portfolio Counselor

2 weeks ago

saint petersburg, United States Fisher Investments Full time
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
Compensation:
  • This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
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
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Portfolio Counselor

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    3 weeks ago

    St Petersburg, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    4 weeks ago

    St Petersburg, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    3 weeks ago

    St Petersburg, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    4 weeks ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    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...

  • Medical Sales Counselor

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? 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...

  • Investment Counselor

    6 days ago

    Saint Petersburg, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Portfolio Strategist

    6 days ago

    St Petersburg, United States Fisher Investments Full time

    {"The Opportunity": "Are you a financial advisor looking to take your career to the next level? Do you want to work in a dynamic environment where you can utilize your financial planning skills to make a real impact? Fisher Investments, a privately held multi-billion-dollar global investment firm, is seeking a Portfolio Counselor to join our Private Client...

  • Financial Counselor

    4 weeks ago

    St Petersburg, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the "many hats" of a typical Financial Advisor....

  • Investment Counselor

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Financial Counselor

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Billing Financial Counselor

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Investment Counselor

    1 week ago

    St Petersburg, FL, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Investment Advisor

    4 weeks ago

    St Petersburg, United States Fisher Investments Full time

    Overview:As a pivotal member of our Private Client Group, you will serve as the primary contact for our esteemed clients, providing expert guidance and support. At Fisher Investments, we have cultivated a unique approach since our inception in 1995, emphasizing a clear distinction between sales and client service roles. This allows you to focus solely on...

  • Investment Advisor

    4 weeks ago

    St Petersburg, United States Fisher Investments Full time

    Overview:As a pivotal member of our Private Client Group, you will serve as the primary contact for our esteemed clientele. Your role as an Investment Counselor at Fisher Investments is integral to delivering exceptional service to our high-net-worth clients.The Role:In this position, you will collaborate closely with our internal teams, including portfolio...