Portfolio Counselor
Company: Fisher Investments
Location: Arlington
Posted on: September 19, 2024
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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 sales,
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 of 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 Investments' growth. You will
receive ongoing sales coaching in an energetic environment while
benefiting from our internal support teams including Research,
Operations and the Investment Policy Committee (IPC). You will
positively influence your clients and promote our mission to better
the investment universe while upholding our fiduciary
responsibility. 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:
Keywords: Fisher Investments, Arlington , Portfolio Counselor, Other , Arlington, Texas
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