Portfolio Counselor
Fisher InvestmentsTampa, Florida, 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 Portfolio Counselor to join their New Client Conversion (NCC) group. This role involves serving as a short-term point of contact for high-net-worth clients, applying financial planning knowledge, and providing ongoing sales coaching. The position offers a hybrid environment and potential for career development, with direct supervision from a senior team.
Requirements
- 3+ years’ experience working in financial services
- Series 65 license or required upon hire
- Understanding of capital markets and investment products
Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match
- 20 days of PTO
- Family Support programs
- FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER