Portfolio Manager
3 weeks ago
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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