Portfolio Manager

5 days ago


Camas, United States Fisher Investments Full time
Portfolio Counselor Role

Are you a financial services professional looking for a challenging and rewarding career opportunity? Do you have a passion for financial planning, investment strategies, and client relationships? Fisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG).

The Opportunity

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 objectives.

Responsibilities
  • 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
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
Compensation

We offer a competitive compensation package, including a base salary, bonus, and commission (primary driver defined by conversion rate and number of clients converted). This role offers uncapped performance-based compensation with the possibility to earn well into six figures.

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great 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.


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