Portfolio Management Specialist

7 days ago


Plano, Texas, United States Fisher Investments Full time
Cultivate Long-Term Relationships and Drive Business Growth
Fisher Investments is a global investment firm seeking an experienced Portfolio Management Specialist to join our New Client Conversion (NCC) group. As a Portfolio Counselor, you will serve as the primary point of contact for high-net-worth clients, providing financial planning expertise and consultative approach to drive business growth.

The Opportunity:
In this exciting opportunity, you will work closely with sales professionals to onboard new clients, bringing in new assets through client referrals. You will apply your knowledge of capital markets and investment products to educate clients on Fisher's investment philosophy and align portfolio strategy with clients' goals. Your responsibilities will include overseeing the clients' onboarding process, collaborating with internal teams, and introducing clients to their long-term relationship manager.

Your Qualifications:
To succeed in this role, you should have 3+ years of experience working in financial services, hold a Series 65 license or be required upon hire, and possess a strong understanding of capital markets and investment products. You must also be able to manage complexity in a high-volume environment and thrive in a dynamic setting.

Compensation:
This role offers uncapped performance-based compensation, with the potential to earn well into six figures. The estimated annual salary range for this position is $120,000 - $250,000, depending on experience and performance. Our comprehensive benefits package includes 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO, plus 10 paid holidays.

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