High Net Worth Portfolio Strategist

2 weeks ago


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

Are you an experienced financial advisor looking to transition into a consultative sales approach? As a Financial Portfolio Advisor at Fisher Investments, you will work with high-net-worth clients, educating them on portfolio strategies and participating in new client onboarding. Your responsibilities will include collaborating with sales professionals to onboard new clients, educating clients on investment philosophy and portfolio strategy, managing client onboarding processes and asset transfers, aligning portfolio strategies with client goals, and working closely with internal support teams to provide exceptional service.



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