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Portfolio Strategist

2 months ago

St Petersburg, United States Fisher Investments Full time
{"The Opportunity": "

Are you a financial advisor looking to take your career to the next level? Do you want to work in a dynamic environment where you can utilize your financial planning skills to make a real impact? Fisher Investments, a privately held multi-billion-dollar global investment firm, is seeking a Portfolio Counselor to join our Private Client Group (PCG).



In this role, you will serve as the short-term point of contact for our high-net-worth clients, welcoming and onboarding them by applying your financial planning knowledge and consultative approach. 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).



As a Portfolio Counselor, your responsibilities will include partnering with Fisher's sales professionals to onboard new clients, helping bring in new assets through client referrals, educating clients on Fisher's investment philosophy, and aligning our portfolio strategy with clients' goals. You will also oversee the clients' onboarding process, including the transfer of assets, and collaborate with several teams to provide unparalleled service. Finally, you will introduce clients to their long-term relationship manager.

Your Qualifications:


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  • 3+ years of experience working in financial services
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  • Hold a Series 65 license or required upon hire
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  • Understanding of capital markets and investment products
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  • Ability to manage complexity in a high-volume environment
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Compensation:


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  • This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
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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:


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  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
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  • A 50% 401(k) match, up to the IRS maximum
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  • 20 days of PTO, plus 10 paid holidays
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  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
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  • $10,000 fertility, hormonal health, and family-forming benefit
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FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER