Investment Advisor
Company: Fisher Investments
Location: Keller
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:
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:
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, Keller , Investment Advisor, Other , Keller, Texas
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here to apply!
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