Client Portfolio Consultant

Are you a financial advisor seeking a more focused role? Want to escape the grind of cold calling? Consider joining Fisher Investments, a distinguished global investment firm managing billions, as a Client Portfolio Consultant in our New Client Conversion (NCC) team. If you have a passion for financial planning and are skilled at educating clients on investment strategies, we want to hear from you!

The Opportunity :

The Client Portfolio Consultant is a rewarding professional position within our Private Client Group (PCG), where you will act as an initial point of contact for our high-net-worth clients. You'll be responsible for welcoming and onboarding new clients, leveraging your financial planning expertise to enhance Fisher Investments' growth. Enjoy continuous sales coaching in a dynamic setting and the solid support of our internal teams, including Research, Operations, and the Investment Policy Committee (IPC). Your role will positively impact clients and help uphold our mission to improve the investment landscape, all while maintaining our fiduciary responsibility. You will also work closely with your group manager, whose experience will aid you in developing client relationships and guiding your career.

Your Day-to-Day Responsibilities :

• Collaborate with Fisher's sales team to onboard new clients interested in our services.
• Contribute to asset growth through client referrals.
• Educate clients on Fisher's investment philosophy and what to expect when partnering with us.
• Align portfolio strategies with clients' financial goals.
• Oversee the onboarding process, ensuring smooth asset transfers.
• Work with various teams to deliver exceptional service.
• Introduce clients to their dedicated long-term relationship manager.

Your Qualifications :

Compensation :

Why Fisher Investments?

We are driven by a greater purpose : to enhance the investment universe. Our inclusive culture and tailored learning and development programs ensure that we invest in our employees. Join us and enjoy exceptional benefits including :

Fisher Investments is an equal opportunity employer.