Investment Portfolio Manager
2 weeks ago
Are you a financial services professional looking for a challenging and rewarding role? Do you have a passion for sales, financial planning, and educating clients on portfolio strategies? Fisher Investments, a privately held global investment firm, is seeking a Portfolio Counselor to join our Private Client Group (PCG).
About the Role:
- As a Portfolio Counselor, you will serve as the short-term point of contact for our high-net-worth clients, providing exceptional customer service and financial planning expertise.
- You will welcome and onboard new clients, applying your knowledge and consultative approach to contribute to Fisher Investments' growth.
- With ongoing sales coaching and support from our internal teams, you will positively influence your clients and promote our mission to better the investment universe.
Key Responsibilities:
- Help bring in new assets through client referrals
- Oversee clients onboarding process, including transfer of assets
- 3+ years experience working in financial services
What We Offer:
- Uncapped performance-based compensation with the possibility to earn well into 6-figures
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- ~20 days of PTO, plus 10 paid holidays
- ~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
- ~$10,000 fertility, hormonal health and family-forming benefit
About Fisher Investments:
Fisher Investments is a privately held multi-billion-dollar global investment firm dedicated to helping individuals and families achieve their financial goals. Our team is passionate about delivering exceptional service and expertise to our clients.
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