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Portfolio Counselor

Fisher Investments

4.1

(21)

Plano, TX

Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.

    • #2025-15114

    Position summary

    onment 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:

    • 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

    • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.