#2024-13695
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:
$65,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.
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 (*17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER