- Collaborating with Fisher's sales experts to onboard new clients who have shown interest in engaging with Fisher Investments
- Assisting in attracting new assets through client recommendations
- Educating clients on Fisher's investment philosophy and the benefits of partnering with Fisher Investments
- Aligning our portfolio approach with clients' financial objectives
- Overseeing the client onboarding process, including asset transfers
- Working closely with various teams to deliver exceptional service
- Introducing clients to their dedicated long-term relationship manager
- Minimum of 3 years of experience in the financial services sector
- Hold a Series 65 license or be willing to obtain one upon hiring
- Understanding of capital markets and various investment products
- Ability to handle complexity in a fast-paced environment
- Full coverage of medical, dental, and vision premiums for you and eligible dependents
- A 50% match on your 401(k) contributions, up to the IRS limit
- 20 days of paid time off, in addition to 10 holidays (*California employees receive 17 PTO days and 3 sick days)
- Support programs for families, including 8 weeks of paid Primary Caregiver leave, adoption aid, and backup child care
- A $10,000 benefit for fertility, hormonal health, and family-building purposes
Portfolio Counselor - Clearwater, United States - Fisher Investments
5 days ago
Description
Are you a financial advisor overwhelmed with juggling multiple responsibilities? Are you seeking to move beyond traditional cold outreach methods? Are you attracted to a combined service and sales setting that doesn't involve hunting for new leads? Join the team at Fisher Investments, a successful global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) division. If you have a passion for sales, financial planning, and guiding clients on portfolio strategies, we would love to learn more about you.
Exciting Opportunity:
The role of Portfolio Counselor is a rewarding position within our Private Client Group (PCG) where you will act as the primary contact for our high-net-worth clients. You will greet and assist new clients by leveraging your financial planning expertise and consultative skills to contribute to the growth of Fisher Investments. You will receive continuous sales training in a dynamic setting and will have the backing of our internal support teams, including Research, Operations, and the Investment Policy Committee (IPC). By positively impacting your clients, you will help advance our mission of enhancing the investment world while upholding our fiduciary duty. You will be supported by a group manager with valuable experience in the field to guide you through client interactions and offer tailored career growth opportunities.
Key Responsibilities:
As a Portfolio Counselor, your duties will involve:
Required Qualifications:
Why Choose Fisher Investments:
We operate with a greater purpose: enhancing the investment landscape. We take pride in our inclusive environment, our personalized learning and development programs, and our recognition as a Great Place to Work Certified company. It's our dedicated team that enables Fisher's mission, and we invest in our employees by providing outstanding perks such as:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITIES EMPLOYER
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