Portfolio Counselor
Fisher Investments•Arlington, TX
379d
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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 high-net-worth clients and providing them with financial planning and investment education. This role emphasizes a consultative approach to client relationships, allowing for a hybrid service and sales environment without the need for cold calling or prospecting. The position offers ongoing sales coaching and support from various internal teams, contributing to both personal and company growth.
