Portfolio Counselor

Portfolio Counselor Fisher Investments Investment Management 97030 Gresham, OR - USA Specialist Show compensation Apply now Save position Experteer Overview In this role you guide high-net-worth clients through onboarding and portfolio alignment within Fisher Investments' Private Client Group. You work alongside sales and cross-functional teams to convert new clients, educate them on our investment philosophy, and ensure a fiduciary, client-centered experience. You'll leverage ongoing coaching and internal support to grow assets and strengthen relationships, contributing to the firm's mission of improving the investment universe. This position combines consultative financial planning with sales-driven growth in a collaborative, energetic environment.

Compensation / Benefits

100% paid medical, dental and vision premiums for you and dependents 50% 401(k) match, up to IRS maximum 20 days

PTO + 10

holidays Paid Primary Caregiver Leave (8 weeks) Fertility and family forming support Back-up child, adult, and elder care Responsibilities Onboard new clients in collaboration with sales to convert interest into assets Generate new assets through client referrals Educate clients on Fisher's investment philosophy and partnership model Align portfolio strategy with client goals and risk appetite Oversee onboarding processes, including asset transfers Collaborate with Research, Operations, and IPC to deliver service Introduce clients to their long-term relationship manager Key requirements 3+ years 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 Consultative/educational approach Strong communication and client-facing skills Collaborative mindset and teamwork Series 65 license Knowledge of capital markets Investment products proficiency