Portfolio Counselor
Fisher InvestmentsPlano, Texas, United States
Posted October 17, 2025
Full Time
About the Company
Fisher Investments provides fee-only investment advice to diverse global clients across three business units.
Job Description
Fisher Investments is seeking a passionate and experienced Portfolio Counselor to join their New Client Conversion (NCC) group. This role involves onboarding high-net-worth clients, providing investment education, and contributing to the firm's growth through sales coaching and mentorship. The position offers a dynamic environment within a thriving, global investment firm.
Requirements
- 3+ years’ experience working in financial services
- Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high-volume environment
Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match
- PTO, plus 10 paid holidays
- Paid Family Leave
- Fertility, family forming, and hormonal health assistance
- Back-up child, adult, and elder care