Portfolio Strategist
6 hours ago
Fisher Investments is seeking a skilled Portfolio Strategist to join our Private Client Group (PCG). As a key member of our New Client Conversion (NCC) team, you will be responsible for welcoming and onboarding new clients, applying your financial planning knowledge and consultative approach to contribute to our growth.
Key Responsibilities:
- Partner with sales professionals to onboard new clients
- Educate clients on Fisher's investment philosophy and strategy
- Align portfolio strategy with clients' goals
- Oversee clients' onboarding process, including asset transfer
- Collaborate with internal teams to provide exceptional service
Requirements:
- 3+ years of experience in financial services
- Series 65 license or required upon hire
- Understanding of capital markets and investment products
What We Offer:
- Uncapped performance-based compensation with potential to earn 6-figures
- 100% paid medical, dental, and vision premiums for you and your dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO, plus 10 paid holidays
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