Portfolio Strategist

Are you a financial professional looking for a challenging and rewarding role in a dynamic environment? Do you have a passion for sales, financial planning, and educating clients on portfolio strategies? We are seeking a skilled Portfolio Counselor to join our team at Fisher Investments.

As a Portfolio Counselor, 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. 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.

• Partner with sales professionals to onboard new clients and help bring in new assets through client referrals
• Educate clients on our investment philosophy and what it means to work with Fisher Investments
• Align our portfolio strategy with clients' goals and oversee the onboarding process, including transfer of assets
• Collaborate with several teams to provide unparalleled service and introduce clients to their long-term relationship manager

• 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

We offer a competitive compensation package, including a base salary, bonus, and commission. Our uncapped performance-based compensation structure allows you to earn well into six figures.

We are a privately held multi-billion-dollar global investment firm that takes pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. We invest in our employees by offering exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.