Portfolio Counselor
Fisher Investments•Plano, TX
446d
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The Portfolio Counselor role at Fisher Investments is a professional-level position within the Private Client Group (PCG), focusing on onboarding high-net-worth clients and providing them with financial planning and investment education. This position allows financial advisors to move away from cold calling and prospecting, instead partnering with sales professionals to enhance client relationships and contribute to the firm's growth. The role emphasizes collaboration with internal support teams and offers ongoing sales coaching in a dynamic environment.
