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Drug counselor • houston tx
- Promoted
PORTFOLIO COUNSELOR
Fisher InvestmentsTX, United States- Promoted
Sales Counselor
Brightland Homes Ltd.Houston, TX, United States- Promoted
Licensed Professional Counselor
HeadwayN / A, TX, USA- Promoted
TRANSPLANT FINANCIAL COUNSELOR
Catholic Health InitiativesHouston, TX, United States- Promoted
DRUG AND ALCOHOL COUNSELOR
Alls WellTX, United States- Promoted
ADMISSIONS COUNSELOR - AUSTIN
Texas Tech UniversityTX, United States- Promoted
- New!
ADMISSIONS COUNSELOR II
West Texas A&M UniversityTX, United StatesSummer Camp Counselor
Birons Youth Sports CenterHouston, TX, USDrug Testing Observer
International SOS Government Medical ServicesHouston, Texas, United States- Promoted
FINANCIAL COUNSELOR
Parkland Health and Hospital SystemTX, United States- Promoted
Licensed Professional Counselor
FCS, IncTexas, United States- Promoted
Triage Counselor (HR Title : Counselor)
Southern Methodist UniversityTX, United StatesSenior Drug Replacement Analyst
Team1MedicalHouston, TX- Promoted
HIGH SCHOOL COUNSELOR
RMA Texas Public SchoolsTX, United States- Promoted
SCHOOL COUNSELOR
East Montana Middle SchoolTX, United States- Promoted
CUSTOMER SERVICE COUNSELOR
Medical Center Health SystemTX, United StatesInternational Admissions Counselor
University of St. ThomasHouston, TX, USADRUG-GEN MDSE / CLERK
KrogerHouston, TX, US- Promoted
KIDS CAMP COUNSELOR
Lifetime Fitness - Life Time, Inc.TX, United StatesPORTFOLIO COUNSELOR
Fisher InvestmentsTX, United States- Full-time
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 sales, 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 of 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 Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. 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 :
- Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
- Help bring in new assets through client referrals
- Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
Your Qualifications :
Compensation :
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER