What are the responsibilities and job description for the Client Onboarding Advisor position at Fisher Investments?
Are you a financial advisor feeling overwhelmed by too many responsibilities? Are you eager to step away from the grind of cold calling? If you are looking for a dynamic service and sales role that doesn’t involve prospecting, consider joining Fisher Investments, a leading global investment firm dedicated to helping clients achieve their financial goals. We are seeking a passionate and knowledgeable Client Onboarding Advisor to join our New Client Conversion (NCC) team.
The Opportunity :
As a Client Onboarding Advisor, you will play a vital role within our Private Client Group (PCG) by serving as the initial point of contact for high-net-worth clients. You will help welcome and onboard new clients, using your financial planning expertise to facilitate a seamless transition. In addition, you’ll benefit from ongoing sales coaching, a supportive environment, and access to teams specializing in Research, Operations, and Investment Policies. Your efforts will contribute to our mission of enhancing the investment landscape while ensuring we uphold our fiduciary responsibility to clients. You will receive guidance from an experienced group manager who will assist you in navigating client relationships and personal career advancement.
Your Day-to-Day Responsibilities :
- Collaborate with our sales professionals to welcome new clients looking to invest with Fisher Investments.
- Support business growth through client referrals.
- Educate clients on our unique investment philosophy and how it benefits them.
- Align portfolio strategies with your clients' personal financial goals.
- Oversee the onboarding process, including asset transfers.
- Work closely with multiple internal teams to provide exceptional client service.
- Facilitate introductions to clients' dedicated long-term relationship manager.
Your Qualifications :
Compensation :
Why Join Fisher Investments?
At Fisher Investments, we are motivated by a greater purpose : improving the investment universe. Our inclusive culture and dedicated learning and development framework foster growth for every employee. We are proud recipients of the Great Place to Work Certification. We recognize that our people drive our mission, which is why we offer exceptional benefits such as :
Fisher Investments is an equal opportunity employer.
