Portfolio Counselor

Company: Fisher Investments
Location: Portland
Posted on: November 1, 2024

Job Description:

Join Fisher Investments as a Portfolio Counselor to serve as the short-term point of contact for high-net-worth clients and contribute to the firm's growth. You will receive ongoing sales coaching and benefit from internal support teams. As a Portfolio Counselor, you will positively influence clients, promote the firm's mission, and uphold fiduciary responsibility.

• Key Responsibilities:
• Partner with sales professionals to onboard new clients.
• Help bring in new assets through client referrals.
• Educate clients on Fisher's investment philosophy.
• Align 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.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.
    • Base salary steps down with increased tenure.
    • Uncapped performance-based compensation.Why Fisher Investments:We work for a bigger purpose: bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make Fisher a great place to work. We invest in our employees with exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.

Keywords: Fisher Investments, Corvallis , Portfolio Counselor, Other , Portland, Oregon