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In New Jobs in Portland, OR (NOW HIRING)

Fisher Investments

New Client Counselor

Camas, WA · Hybrid

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial ...

Fisher Investments

New Client Counselor

Camas, WA · Hybrid

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial ...

Fisher Investments

New Client Counselor

Portland, OR · Hybrid

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial ...

Fisher Investments

New Client Counselor

Gresham, OR · Hybrid

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial ...

Fisher Investments

New Client Counselor

Vancouver, WA · Hybrid

Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial ...

Lennar

New Home Consultant

Vancouver, WA

$33K - $33K/yr

New Home Consultant We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to ... Participate in sales meetings, neighborhood promotions, and marketing programs. * Ensure the ...

Ralliant

New Product Development Manager

Beaverton, OR · On-site

$119K - $148K/yr

In this position, you will be part of a Tektronix New Product Launch team that will introduce new products into the manufacturing environment. You will be responsible for leading cross-functional ...

New Narrative

Swing Residential Support Specialist

Gresham, OR · On-site

$18 - $21.25/hr

Fulfills all onboarding requirements and trainings within timelines outlined in New Narrative policy and procedures. * Must have a criminal records clearance through the State Mental Health Division ...

New Narrative

Residential Support Specialist

Gresham, OR · On-site

$18 - $21.25/hr

Fulfills all onboarding requirements and trainings within timelines outlined in New Narrative policy and procedures. * Must have a criminal records clearance through the State Mental Health Division ...

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'In New' is not a standard job title and may refer to a specific role or department within a company that is focused on new initiatives, innovation, or recent changes. Sometimes, organizations use unique titles for teams working on new projects, launches, or business ventures. If you see 'In New' listed as a job title, it's best to review the job description or contact the employer for clarification. Understanding the context will help determine the job's responsibilities and required qualifications.

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What is the difference between In New vs In Draft?

AspectIn NewIn Draft
DefinitionJob postings that are newly created and actively available for applicants.Job postings that are in the process of being finalized or edited before going live.
Work EnvironmentTypically live on the job board, accessible to applicants.Internal review stage, not visible to applicants.
Required CredentialsSame as the job description, usually finalized.May be incomplete or subject to change during editing.
UsageUsed to attract applicants for active hiring.Used internally for review and approval before posting.

In New job postings are active and visible to job seekers, indicating open positions. In Draft status refers to postings still being prepared or reviewed, not yet available to applicants. Understanding this difference helps job seekers identify which listings are currently hiring versus those still in development.

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Infographic showing various In New job openings in Portland, OR as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

New Client Counselor

Fisher Investments Careers

Portland, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:

The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. 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.

The Day-to-Day:

  • 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

 Your Qualifications:

  • 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

Compensation:

  • Base + commission (driven by conversion rate, number of clients converted, and AUM)
  • Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base)
  • This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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