Investment Counselor for New Client Conversion
Company: Fisher Investments
Location: Belleair Beach
Posted on: May 9, 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, Largo , Investment Counselor for New Client Conversion, Other , Belleair Beach, Florida
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