Portfolio Counselor

Fisher Investments is seeking a Portfolio Counselor to join their New Client Conversion (NCC) group. This role involves serving as a short-term point of contact for high-net-worth clients, applying financial planning knowledge, and providing ongoing sales coaching. The position offers a hybrid environment and potential for career development, with direct supervision from a senior team.

Requirements

• 3+ years’ experience working in financial services
• Series 65 license or required upon hire
• Understanding of capital markets and investment products

Benefits

• 100% paid medical, dental and vision premiums
• 50% 401(k) match
• 20 days of PTO
• Family Support programs
• FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER