New Client Counselor

Fisher Investments • Plano, TX

7d • Hybrid

About The Position

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. This lucrative professional-level role within our Private Client Group (PCG) serves as the short-term point of contact for high-net-worth clients. You will welcome 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.

Requirements

• 3+ years’ experience working in financial services
• Hold Series 65 license or required upon hire
• Understanding of capital markets and investment products
• Manage complexity in a high-volume environment

Responsibilities

• 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

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed