Portfolio Manager

7 hours ago


Tampa, Florida, United States Fisher Investments Full time
The Opportunity

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.

As a Portfolio Counselor, you will be responsible for welcoming and onboarding new clients, applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will work closely with our sales professionals to onboard new clients, educate them on our investment philosophy, and align our portfolio strategy with their goals.

You will also oversee the clients' onboarding process, including the transfer of assets, and collaborate with various teams to provide unparalleled service. Additionally, you will introduce clients to their long-term relationship manager and ensure a seamless transition.

Your Qualifications
  • 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
Why Fisher Investments

We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. Our exceptional benefits include 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO, plus 10 paid holidays. We invest in our employees' well-being and offer family support programs, including 8 weeks of paid primary caregiver leave and fertility benefits.

Fisher Investments is an equal opportunity employer, committed to creating a diverse and inclusive work environment where everyone can thrive.


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