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Financial Services Specialist

2 months ago

Gresham, Oregon, United States Fisher Investments Full time
About the Role

We are seeking a highly skilled Portfolio Consultant to join our team at Fisher Investments. As a Portfolio Consultant, you will play a critical role in onboarding new clients and providing exceptional service to our high-net-worth clients.

Key Responsibilities
  • Partner with our sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
  • Help bring in new assets through client referrals and strategic partnerships
  • Educate clients on our investment philosophy and what it means to work with Fisher Investments
  • Align our portfolio strategy with clients' goals and objectives
  • Oversee the clients onboarding process, including transfer of assets and seamless integration into our system
  • Collaborate with our internal teams to provide unparalleled service and support to our clients
  • Introduce clients to their long-term relationship manager and ensure a smooth transition
Requirements
  • 3+ years of experience working in financial services, with a strong understanding of capital markets and investment products
  • Hold a Series 65 license or be required to obtain one upon hire
  • Excellent communication and interpersonal skills, with the ability to manage complexity in a high-volume environment
Compensation and Benefits
  • Competitive base salary, with opportunities for bonus and commission
  • Uncapped performance-based compensation, with the potential to earn well into six figures
  • 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 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance
About Fisher Investments

We are a privately held, multi-billion-dollar global investment firm that is committed to bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework, and our Great Place to Work Certification. We invest in our employees by offering exceptional benefits and opportunities for growth and development.