New Client Counselor

Fisher Investments; Plano (TX); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO

Family Support programs

Job summary

Fisher Investments in Plano, Texas is seeking a New Client Counselor to join their New Client Conversion group. In this role, you will serve as the point of contact for high-net-worth clients, helping them navigate their financial journeys. You will work closely with sales professionals to onboard clients, offer education on investment strategies, and ensure a seamless transition into our services.

We are looking for someone with over 3 years of experience in financial services and a Series 65 license. We pride ourselves on our inclusive culture and offer exceptional benefits, including 100% paid medical premiums and generous PTO.

Qualifications

• 3+ years’ experience working in financial services.
• Hold Series 65 license or required upon hire.
• Understanding of capital markets and investment products.
• Ability to manage complexity in a high-volume environment.

Responsibilities

• Partner with sales professionals to onboard new clients.
• Help bring in new assets through client referrals.
• Educate clients on Fisher’s investment philosophy.
• Align portfolio strategy with clients’ goals.
• Oversee clients' onboarding process.
• Collaborate with several teams to provide service.
• Introduce clients to their long-term relationship manager.

Skills

Financial services experience

Understanding of capital markets

Client onboarding

Consultative sales approach

Education

Series 65 license

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

• 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

Equal Opportunity Employer

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER