Portfolio Counselor

Experteer Overview As a Portfolio Counselor in our New Client Conversion group, you support high-net-worth clients as the initial point of contact and help onboard them with tailored financial planning. You educate clients on Fisher's investment philosophy and align portfolio strategy with their goals, collaborating with cross-functional teams to deliver seamless service. This role combines consultative client engagement with growth-focused activity, under fiduciary responsibility. You'll join an energetic, supportive environment that emphasizes development and impact.

Compensation / Benefits

• Onboard new clients in partnership with sales professionals
• Drive asset growth through client referrals
• Educate clients on Fisher's investment philosophy and approach
• Align portfolio strategy with client goals
• Oversee client onboarding and asset transfers
• Collaborate with Research, Operations, and IPC for superior service
• Introduce clients to their long-term relationship manager Tasks
• 3+ years' experience in financial services
• Series 65 license or required upon hire
• Understanding of capital markets and investment products
• Ability to manage complexity in a high-volume environment Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match, up to IRS maximum
• 20 days

PTO + 10

paid holidays

• Paid Primary Caregiver Leave (8 weeks)
• Fertility/family forming support up to $10,000
• Backup child, adult, and elder care programs