New Client Counselor
$120,000–$120,000 year
On-sitePlano, Texas, United States
Job Summary
Onboard new high-net-worth clients by partnering with sales professionals to facilitate asset transfers and introduce them to long-term relationship managers. Educate clients on Fisher's investment philosophy and align portfolio strategies with their specific goals while overseeing the complete onboarding process. Contribute to firm growth by bringing in new assets through client referrals and collaborating with Research, Operations, and the Investment Policy Committee to provide unparalleled service. Receive ongoing sales coaching within the Private Client Group to navigate client relationships and uphold fiduciary responsibility.
Required 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
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