Portfolio Manager

5 hours ago


Tampa FL USA, United States Fisher Investments Full time
Unlock Your Potential as a Portfolio Counselor

Are you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented 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.


Key Responsibilities
  • Partner with sales professionals to onboard new clients and help bring in new assets through client referrals
  • Educate clients on Fisher's 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

Requirements
  • 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

What We Offer

Fisher Investments is committed to providing a supportive and inclusive work environment, with opportunities for growth and development. Our benefits package includes:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance
  • $10,000 fertility, hormonal health, and family-forming benefit

Fisher Investments is an equal opportunity employer.



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