Current jobs related to Portfolio Counselor - Saint Petersburg FL United States - Fisher Investments
-
Portfolio Counselor
2 months ago
Saint Petersburg, FL, United States Fisher Investments Full timeAre 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
1 month ago
Tampa, FL, United States Fisher Investments Full timeAre 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 days ago
Fairview, OR, United States Fisher Investments Full timeAre 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
Camas, WA, United States Fisher Investments Full timeAre 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
1 month ago
Arlington, TX, United States Fisher Investments Full timeAre 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
Camas, WA, United States Fisher Investments Full timeAre 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
Camas, WA, United States Fisher Investments Full timeAre 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
2 months ago
Portland, OR, United States Fisher Investments Full timeAre 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 Manager
2 weeks ago
Tampa, FL , USA, United States Fisher Investments Full timeUnlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented Portfolio Counselor to join our Private Client Group (PCG).The...
-
Regional Portfolio Manager
2 weeks ago
, TX, United States Frost Bank Full timeUnlock Your Potential as a Regional Portfolio ManagerAt Frost Bank, we're committed to fostering an environment that reflects our values and encourages team members to thrive. As a Regional Portfolio Manager, you'll play a vital role in leading our team and providing guidance and support to every single team member. Your expertise will be instrumental in...
-
Investment Counselor
1 month ago
Tampa, FL, United States Fisher Investments Full timeStop 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....
-
Loan Counselor
2 weeks ago
, TX, United States Planet Home Lending Full timeJob SummaryThe Loan Counselor is responsible for maintaining a delinquent loan collection program within established guidelines and procedures to minimize the delinquency status of the mortgage loan portfolio. This role involves assisting other loan counselors in the negotiation and collection of delinquent accounts.Key ResponsibilitiesMonitor and implement...
-
Commercial Lines Account Manager
4 weeks ago
, FL, United States APR Full timeJob Title: Commercial Lines Account ManagerAt APR, we are seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our Commercial Lines Insurance department, you will be responsible for managing a diverse portfolio of commercial insurance accounts, ensuring high levels of customer satisfaction.Key...
-
Financial Consultant
2 months ago
Clearwater, FL, United States Fisher Investments Full timeStop 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 Consultant
1 month ago
Arlington, TX, United States Fisher Investments Full timeStop 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 Solutions Advisor
2 weeks ago
Miami, FL , USA, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and advisory services to clients, including investment advice, banking solutions, and risk...
-
Livestock Medicine Youth Outreach Coordinator
4 weeks ago
United, United States UC Davis Health System Full timeJob SummaryWe are seeking a highly motivated and organized individual to serve as a Livestock Medicine Youth Outreach Coordinator. This role will work under the supervision of the PI to develop and implement outreach opportunities at the high school level to increase the number of students in California interested in pursuing a career in livestock veterinary...
-
Client Service Associate
2 weeks ago
Dallas, TX, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...
-
Benign and Malignant Hematologist
1 week ago
New York, NY, United States Northwell Health Physician Partners Full timeThe Northwell Health Cancer Institute seeks a full-time, board-certified hematologist to provide Benign and Malignant Hematology care and join the Lenox Hill Hospital practice based in Manhattan. Our practice, located in the beautiful, family-friendly Upper East Side neighborhood of Manhattan is a boutique, patient-centered program. Our clinicians and...
-
New York, NY, United States Northwell Health Physician Partners Full timeThe Northwell Health Cancer Institute seeks a full-time, board-certified hematologist to provide Benign and Malignant Hematology care and join the Lenox Hill Hospital practice based in Manhattan. Our practice, located in the beautiful, family-friendly Upper East Side neighborhood of Manhattan is a boutique, patient-centered program. Our clinicians and...
Portfolio Counselor
3 months ago
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 (*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
