Portfolio Counselor

This is a full-time position within the New Client Conversion (NCC) group of Fisher Investments, a global investment firm. The Portfolio Counselor will serve as the short-term point of contact for high-net-worth clients, focusing on onboarding, portfolio guidance, and client relationship building. This role offers a high-commission potential and is designed for a motivated financial advisor looking for sales-oriented work. The firm emphasizes a mission-driven approach and invests in employee development.

Requirements

• 3+ years’ experience working in financial services
• Series 65 license (or required)
• Understanding of capital markets and investment products
• Ability to manage complexity in a high-volume environment

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) match
• Paid time off
• Parental leave
• Paid caregiver leave
• Family support programs