New Client Counselor

Fisher Investments; Tampa (FL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO

Job summary

Fisher Investments in Tampa is seeking a New Client Counselor to serve as the primary contact for high-net-worth clients. This role involves onboarding new clients and educating them on investment strategies while collaborating with sales professionals and internal teams. The ideal candidate will have over 3 years of experience in financial services and the Series 65 license. Attractive benefits include 100% paid medical premiums and 20 days of PTO.

Enjoy uncapped performance-based compensation, and help us better the investment universe!

Qualifications

• 3+ years’ experience working in financial services.
• Hold Series 65 license or required upon hire.
• Strong knowledge of capital markets and investment products.

Responsibilities

• Partner with sales professionals to onboard new clients.
• Educate clients on Fisher’s investment philosophy.
• Oversee the clients onboarding process.

Skills

Financial services experience

Understanding of capital markets

Complexity management

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