Portfolio Counselor — Hybrid Client Onboarding & Growth
Fisher Investments
Fisher Investments in Camas, WA is seeking a Portfolio Counselor to join its New Client Conversion (NCC) group. This role is designed for financial advisors looking to engage with high-net-worth clients without cold calling. The position requires a minimum of 3 years in financial services and a Series 65 license. You will partner with sales professionals to onboard new clients, educate them on investment philosophy, and align portfolio strategies with their goals. Exceptional benefits include 100% paid medical, dental, and vision premiums. #J-18808-Ljbffr Fisher Investments
Vacancy posted 5 days ago
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