Portfolio Counselor
Fisher Investments•Eagle Creek, OR
421d•$65,000 - $90,000
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About The Position
The Portfolio Counselor role at Fisher Investments is a professional-level position within the Private Client Group, focusing on onboarding and educating high-net-worth clients about investment strategies. This position emphasizes a consultative approach to financial planning and aims to enhance client relationships while contributing to the firm's growth. The role offers ongoing sales coaching and support from various internal teams, allowing counselors to focus on client service without the burden of cold calling or prospecting.
