Portfolio Counselor

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

Job Description:

Are you a financial advisor burdened with wearing too many hats? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. This role is for those passionate about sales, financial planning, and educating clients on portfolio strategies.

The Portfolio Counselor is a professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for high-net-worth clients. You will welcome and onboard new clients, applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching, benefiting from internal support teams, including Research, Operations and the Investment Policy Committee (IPC).

• Partner with 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
  
  • 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
    
    • 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
      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. Benefits include:
      
      • 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
      • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
      • $10,000 fertility, hormonal health and family-forming benefit
        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Tigard , Portfolio Counselor, Other , Vancouver, Oregon