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Client Portfolio Advisor

2 months ago

Arlington, Virginia, United States Fisher Investments Full time

Position Overview:

Are you a financial services professional seeking a role that allows you to focus on client engagement rather than prospecting? At Fisher Investments, a leading global investment firm, we are looking for a Portfolio Counselor to join our New Client Conversion (NCC) team. This position is ideal for individuals who are enthusiastic about financial planning and guiding clients through their investment journeys.

The Role:

As a Portfolio Counselor, you will play a crucial role within our Private Client Group (PCG). You will be the primary contact for high-net-worth clients during their initial onboarding process. Utilizing your expertise in financial planning, you will help clients understand our investment strategies and ensure a seamless transition into our services. You will receive continuous training and support from our dedicated teams, including Research, Operations, and the Investment Policy Committee (IPC), to enhance your effectiveness in this role.

Key Responsibilities:

  • Collaborate with sales professionals to facilitate the onboarding of new clients.
  • Drive asset growth through client referrals.
  • Educate clients on Fisher's investment philosophy and service offerings.
  • Align investment strategies with client objectives.
  • Manage the client onboarding process, including asset transfers.
  • Work closely with various teams to deliver exceptional client service.
  • Introduce clients to their dedicated relationship manager.

Qualifications:

  • Minimum of 3 years of experience in the financial services industry.
  • Possession of a Series 65 license or willingness to obtain upon hire.
  • Strong understanding of capital markets and investment products.
  • Able to navigate complexities in a fast-paced environment.

Compensation and Benefits:

This position offers a competitive, performance-based compensation structure with the potential to achieve significant earnings. Fisher Investments is committed to fostering a supportive work environment, providing comprehensive benefits including:

  • Fully covered medical, dental, and vision premiums for you and eligible dependents.
  • 401(k) plan with a generous company match.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support initiatives, including paid caregiver leave and adoption assistance.
  • Substantial benefits for fertility and family planning.

Fisher Investments is an Equal Opportunity Employer.