Portfolio Manager

3 weeks ago


Gresham, Oregon, United States Fisher Investments Full time

About the Role:

Fisher Investments is seeking a skilled Portfolio Manager to join our Private Client Group (PCG). As a Portfolio Manager, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional financial planning and consultative services to help them achieve their investment goals.

Key Responsibilities:

  • Welcome and onboard new clients, applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth.
  • Oversee the clients onboarding process, including the transfer of assets.
  • Help bring in new assets through client referrals.

Requirements:

  • 3+ years of experience working in financial services.
  • Uncapped performance-based compensation with the possibility to earn well into 6-figures.
  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents.
  • ~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 and back-up child, adult, and elder care.
  • $10,000 fertility, hormonal health, and family-forming benefit.


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