What are the responsibilities and job description for the Client Portfolio Specialist position at Fisher Investments?
Are you a financial advisor looking to focus on what you do best? Do you want to escape the world of cold calling and prospecting? Join Fisher Investments, a leading multi-billion-dollar global investment firm, as a Client Portfolio Specialist in our New Client Conversion (NCC) group. If you are driven by a passion for sales, financial planning, and helping clients understand investment strategies, we want to hear from you!
The Opportunity :
The Client Portfolio Specialist is a rewarding position within our Private Client Group (PCG). In this role, you will be the primary point of contact for our valued high-net-worth clients during their initial onboarding experience. Use your financial planning expertise and consultative skills to contribute to Fisher Investments' growth. Enjoy ongoing sales coaching in a dynamic environment, alongside support from our internal teams in Research, Operations, and the Investment Policy Committee (IPC). By positively impacting our clients, you will help advance our mission to enhance the investment landscape while fulfilling our fiduciary duty. You will work closely with your group manager, who brings valuable experience to aid you in cultivating strong client relationships and ensuring personalized career development.
Your Responsibilities :
- Collaborate with Fisher's sales team to welcome new clients eager to invest with us.
- Encourage new asset inflows through client referrals.
- Educate clients on Fisher's innovative investment philosophy and the benefits of our services.
- Align our portfolio strategies with clients' financial goals.
- Oversee the onboarding process for clients, including the transfer of assets.
- Work hand-in-hand with various teams to deliver exceptional service.
- Introduce clients to their dedicated long-term relationship manager.
Your Qualifications :
Compensation :
Why Fisher Investments :
We are driven by a greater purpose : to improve the investment world. Our inclusive culture, tailored learning and development opportunities, and our Great Place to Work Certification reflect our commitment to our employees. We prioritize their well-being by offering exceptional benefits, including :
Fisher Investments is an equal opportunity employer.
Salary : $65,000
