Portfolio Counselor
Company: Fisher Investments
Location: Camas
Posted on: October 18, 2024
|
|
Job Description:
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:
Your Qualifications:
Compensation:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Corvallis , Portfolio Counselor, Other , Camas, Oregon
Click
here to apply!
|