Portfolio Counselor

Portfolio Counselor Fisher Investments Investment Management Garland, TX - USA Specialist Show compensation Apply now Save position Experteer Overview As a Portfolio Counselor in our New Client Conversion group, you help high-net-worth clients begin their relationship with Fisher Investments through a consultative, planning-driven approach. You collaborate with sales and internal teams to onboard clients, educate them on our investment philosophy, and align portfolios with their goals. The role blends service and sales in a hybrid environment, contributing to growth while upholding fiduciary responsibility. This position offers coaching, advancement potential, and a focus on meaningful client impact.

Compensation / Benefits

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

PTO + 10

holidays Family Support programs including Paid Primary Caregiver Leave and fertility/family health benefits Back-up child, adult, and elder care Responsibilities Onboard new clients who express interest in Fisher Investments Help bring in new assets via client referrals Educate clients on Fisher's investment philosophy and working with Fisher Investments Align portfolio strategy with client goals Oversee onboarding process, including asset transfers Collaborate with cross-functional teams to deliver exceptional service Introduce clients to their long-term relationship manager Key requirements 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 Strong communication and interpersonal skills Consultative approach to client interactions Team collaboration and cross-functional coordination Financial planning knowledge Understanding of investment products and capital markets Consultative selling and advisory capabilities