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Portfolio Manager

2 months ago

Portland, Oregon, United States Fisher Investments Full time
Portfolio Counselor Role

Fisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional service and support to help them achieve their financial goals.

Key Responsibilities:
  • Partner with sales professionals to onboard new clients and help bring in new assets through client referrals
  • Educate clients on Fisher's investment philosophy and align our portfolio strategy with their goals
  • Oversee the onboarding process, including transfer of assets, and collaborate with various teams to provide unparalleled service
  • Introduce clients to their long-term relationship manager and ensure a seamless transition
Requirements:
  • 3+ years of experience working in financial services
  • Hold a Series 65 license or obtain one upon hire
  • Understanding of capital markets and investment products
  • Ability to manage complexity in a high-volume environment
Compensation and Benefits:
  • Competitive base salary with uncapped performance-based compensation
  • Opportunity to earn well into six figures
  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • 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
About Fisher Investments:

We're a privately held, multi-billion-dollar global investment firm dedicated to bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us a great place to work. Join our team and be part of something bigger than yourself.