Fisher Investments · 3 months ago
Portfolio Counselor
US-FL-Tampa
Full-time
Onsite
Mid Level
$100K/yr - $1,000K/yr
3+ years expFisher Investments is a privately held multi-billion-dollar global investment firm, seeking a Portfolio Counselor to join their New Client Conversion group. The role involves onboarding new high-net-worth clients and educating them on portfolio strategies while collaborating with sales professionals and internal teams to enhance client service.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-06-16Private Equity
Leadership Team
Christer Crusenvinge
Regional Director
Recent News
Investment News
2026-01-22
2025-11-25
2025-11-22
Company data provided by crunchbase