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Full-time
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Match, Paid Time Off, Paid Holidays
Posted 31d ago
Apply by Jul 7
~40 hrs/week
Responsibilities
Serve as the short-term point of contact for high-net-worth clients to facilitate their onboarding and align portfolio strategies with their goals. Educate new clients on the firm's investment philosophy and coordinate the transfer of assets.
Requirements
Requires at least 3 years of experience in financial services and a Series 65 license. Candidates must possess a strong understanding of capital markets and the ability to manage complexity in high-volume environments.
Full job description
Overview
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 New Client 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 New Client 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 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:
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
Your Qualifications:
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
Compensation:
This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Related keywords
Series 65Financial ServicesHigh-Net-Worth ClientsFiduciary ResponsibilityInvestment PhilosophyCapital MarketsPortfolio StrategyAsset ManagementClient ConversionPrivate Client Group
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
Careers Page: https://www.fisherinvestments.com/en-us/careers
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US