Portfolio Manager

4 days ago


Dallas, Texas, United States Fisher Investments Full time
Unlock Your Potential as a Portfolio Counselor at Fisher Investments

Are you a seasoned financial professional looking for a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? We're seeking a talented Portfolio Counselor to join our Private Client Group (PCG) at Fisher Investments.

The Opportunity

As a Portfolio Counselor, you'll 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'll work closely with our sales professionals to onboard new clients, educate them on our investment philosophy, and align our portfolio strategy with their needs.

Key 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 multiple teams to provide unparalleled service and introduce clients to their long-term relationship manager
What We Offer

We're 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 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance

We're an equal opportunity employer and welcome applications from diverse candidates. If you're passionate about sales, financial planning, and educating clients on investment strategies, we encourage you to apply for this exciting opportunity.


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