Investment Counselor for New Client Conversion

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Job description

Job Description Overview 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 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 contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute toFisher Investment'sAUM growth. Receive ongoing sales coaching in an energetic environment. Benefit from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). Positively influenceyour clients and promote our mission to better the investment universe while upholding our fiduciary responsibility by building transparent relationships with clients. 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:Educate clients on what it means to work with Fisher InvestmentsArticulate our investment philosophy to clientsAlign our portfolio strategy with clients' goalsOversee the transfer of clients' assetsMonitor the implementation of clients' Fisher portfoliosCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentPrevious Investment industry experienceDrive results and provide unparalleled serviceAbility to think critically andmanage complexity with a consultative communication styleU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher InvestmentsAt Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER