Portfolio Counselor
Dallas, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
60 Fisher Investments Client Development Associate Jobs (Flexible Options) Near Me
Portfolio Counselor
Dallas, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Tampa, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Tampa, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Arlington, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Arlington, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Plano, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Plano, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Garland, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Garland, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Plano, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Plano, TX · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Portland, OR · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Portland, OR · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Clearwater, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Clearwater, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Tampa, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Tampa, FL · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations ... client accounts * Update a variety of internal resources while getting the opportunity to ...
At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations ... client accounts * Update a variety of internal resources while getting the opportunity to ...
Portfolio Counselor
Camas, WA · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Camas, WA · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Gresham, OR · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Gresham, OR · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Vancouver, WA · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Portfolio Counselor
Vancouver, WA · Hybrid
... provide personalized career development. The Day-to-Day: * Partner with Fisher's sales ... Help bring in new assets through client referrals * Educate clients on Fisher's investment ...
Be the voice of Fisher Investments to prospective Canadian clients * Review prospects' personal ... We take great pride in our inclusive culture, our learning and development framework customized for ...
Be the voice of Fisher Investments to prospective Canadian clients * Review prospects' personal ... We take great pride in our inclusive culture, our learning and development framework customized for ...
Financial Consultant
Dallas, TX · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Financial Consultant
Dallas, TX · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Financial Counselor
Clearwater, FL · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Financial Counselor
Clearwater, FL · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Financial Consultant
Garland, TX · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Financial Consultant
Garland, TX · On-site
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Fisher Investments Jobs Information
What is it like to work at Fisher Investments?
Fisher Investments is known for its fast-paced and dynamic work environment, where employees are encouraged to think critically and collaborate with colleagues to achieve common goals. The company's team structure is organized around a flat hierarchy, allowing for open communication and a sense of camaraderie among employees, who work together to support the firm's mission of helping clients achieve their financial goals. For those interested in a career in finance, working at Fisher Investments may appeal to individuals who value a challenging and results-driven work environment, with opportunities for professional growth and development in a rapidly evolving industry.
Do workers at Fisher Investments get paid breaks?
Sometimes. Only some people get paid breaks.
42% of people say they don’t get paid breaks.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
42% of people say they don’t get paid breaks.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
Does Fisher Investments pay people when they’re sick?
Yes. Most people get paid when they’re sick.
79% of people say they would get paid if they were sick but scheduled to work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
79% of people say they would get paid if they were sick but scheduled to work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers at Fisher Investments worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
100% of people report they don’t worry about getting enough hours.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
How easy is it to get time off at Fisher Investments?
Most people find it easy to get time off.
93% of people report it’s easy to get time off.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
93% of people report it’s easy to get time off.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do Fisher Investments managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
Do jobs at Fisher Investments spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.
How easy is it to take sick days at Fisher Investments?
Most people find it easy to take sick days.
79% of people report that it’s easy to take time off if they are sick.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
79% of people report that it’s easy to take time off if they are sick.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments feel treated with respect by their managers?
Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
83% of people say they’re treated with respect by their managers.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments get to take their breaks without interruption?
Most people get breaks without interruption.
100% of people report that they get to take their breaks without interruption.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people report that they get to take their breaks without interruption.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.
Is it stressful to work at Fisher Investments?
Most people feel stressed out here.
79% of people say they often feel stressed out at work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
79% of people say they often feel stressed out at work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Fisher Investments enjoy their jobs?
Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and January 2026.
70% of people report they enjoy their job.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and January 2026.
Do people at Fisher Investments recommend working with their team?
Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get enough training when they start at Fisher Investments?
Most people got enough training when they started.
71% of people report they got enough training when they started working here.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
71% of people report they got enough training when they started working here.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get support to advance at Fisher Investments?
Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and January 2026.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and January 2026.
Do people think Fisher Investments’s headquarters understands what’s happening where they work?
Most people think headquarters understands what’s happening where they work.
55% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
55% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers feel well informed about how Fisher Investments is doing?
Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
What other companies are hiring for Client Development Associate jobs?
What are the most popular jobs at Fisher Investments?
What are the most popular categories at Fisher Investments?
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 22 days ago
Fisher Investments rating
8.4
Based on 14 frontline employees who took The Breakroom Quiz
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 Portfolio 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 Portfolio 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:
- 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
What Fisher Investments employees say
Pay
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979