Portfolio Counselor

5 months ago

Camas, United States Fisher Investments Full time

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) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.

The Opportunity:

The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:

Portfolio Counselors responsibilities include:

Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients’ goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager

Your Qualifications:

3+ years experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high volume environment

Compensation:

Base + bonus + commission (primary driver defined by conversion rate and number of clients converted) Base salary steps down with increased tenure ($90,000 base for first 6 months, then step down to $65,000 base) This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

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 (*17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Portfolio Counselor

    1 month ago

    Camas, Washington, United States Fisher Investments Full time

    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.Key Responsibilities:Partner with our sales...

  • Portfolio Counselor

    2 months ago

    Camas, WA, United States Fisher Investments Full time

    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 Counselor

    1 month ago

    Camas, WA, United States Fisher Investments Full time

    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 Manager

    4 weeks ago

    Camas, Washington, United States Staffing in Motion Full time

    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...

  • Investment Counselor

    4 weeks ago

    Camas, Washington, United States BrokerHunter Full time

    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...

  • Investment Counselor/Financial Advisor

    2 weeks ago

    Camas, WA, United States Fisher Investments Full time

    Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your...

  • Financial Advisor

    1 month ago

    Camas, United States BrokerHunter Full time

    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...

  • Billing Financial Counselor

    1 week ago

    Camas, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...