Portfolio Counselor

Unlock Your Potential as a Portfolio CounselorFisher Investments is seeking a talented Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will play a crucial role in welcoming and onboarding new clients, applying your financial planning expertise to contribute to our growth.The OpportunityAs a Portfolio Counselor,...

Job OpportunityAre you a financial professional seeking a new challenge? Do you have a passion for delivering exceptional client service? We are seeking a skilled Portfolio Counselor to join our team at Staffing in Motion.In this role, you will be responsible for managing short-term client relationships and converting warm leads into actual clients. You will...

Opportunity OverviewBrokerHunter is seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy.Key ResponsibilitiesProactively connect with clients on a quarterly basis to...

About the RoleWe are seeking a highly skilled Investment Counselor to join our team at Fisher Investments. As an Investment Counselor, you will be responsible for building and maintaining relationships with our high-net-worth clients, providing them with expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized investment...

Investment Counselor RoleAt NR Consulting, we're seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you'll be responsible for building trusting relationships with our clients and educating them on our top-down portfolio strategy.Key Responsibilities:Develop and maintain strong relationships with...

Investment Counselor RoleAs a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert guidance on investment strategies and portfolio management. Your role will involve working closely with our internal teams to deliver exceptional client service and...

Opportunity OverviewNo prospecting, no cold calls, a book of business is provided.As an Investment Counselor, you will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to clients in the United States.With our commitment to being a fee-only...

Overview Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC)...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

Portfolio CounselorAre you a financial professional looking for a challenging and rewarding role in a dynamic environment? Do you have a passion for sales, financial planning, and educating clients on portfolio strategies? We are seeking a skilled Portfolio Counselor to join our team at Fisher Investments.The OpportunityAs a Portfolio Counselor, you will...

Unlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challengeThe Opportunity:As a Portfolio Counselor, you will play a crucial role in managing short-term client relationships and converting warm leads into actual clients. You will work closely with the Portfolio Management team and Financial Planning team to...

Portfolio Counselor RoleAre you a financial services professional looking for a challenging and rewarding career opportunity? Do you have a passion for financial planning, investment strategies, and client relationships? Fisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG).The OpportunityAs a Portfolio Counselor,...

Unlock Your Potential as a Portfolio CounselorAre you a financial services professional seeking a new challenge that leverages your expertise and passion for delivering exceptional client experiencesThe Opportunity:In this role, you will be responsible for cultivating and managing short-term client relationships, converting warm leads into loyal clients, and...

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

The OpportunityAs an Investment Counselor at Fisher Investments, you will be the voice of our firm to our high-net-worth clients in the United States. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional service to our clients.We are a fee-only fiduciary firm, which...

OverviewWe're seeking a talented International Client Services Associate to join our dynamic team at Fisher Investments. As a key member of our International Private Client Group, you'll play a vital role in delivering exceptional service to our high net worth clients based in Canada.The OpportunityYou'll work closely with your US and Canadian colleagues to...