Investment Counselor for New Client Conversion
Company: Fisher Investments
Location: Carrollton
Posted on: May 10, 2022
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Job Description:
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 to -Fisher
Investment's -AUM 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 influence -your 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
Investments
Articulate our investment philosophy to clients
Align our portfolio strategy with clients' goals
Oversee the transfer of clients' assets
Monitor the implementation of clients' Fisher portfolios
Collaborate with several teams to provide unparalleled service
Introduce clients to their long-term relationship manager
Your Qualifications:
3+ years of experience in asset management, financial and client
services
Required to pass the Series 65 exam or equivalent
Previous Investment industry experience
Drive results and provide unparalleled service
Ability to think critically and -manage complexity with a
consultative communication style
Why Fisher Investments
At 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 dependents
A 50% 401(k) match , up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We 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
Keywords: Fisher Investments, Carrollton , Investment Counselor for New Client Conversion, Other , Carrollton, Texas
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