New Client Onboarding & Advisory Specialist

Fisher Investments; Camas (WA); Hybrid; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO, plus 10 paid holidays

Family Support programs

Job summary

Fisher Investments in Camas, WA seeks a New Client Counselor to join their New Client Conversion group. This role focuses on onboarding high-net-worth clients by applying financial planning knowledge and a consultative approach. You will collaborate with various teams to provide exceptional service while receiving ongoing coaching to enhance your career.

Ideal candidates should have 3+ years in financial services and be licensed. Benefits include 100% paid health premiums, 401(k) matching, PTO, and family support programs.

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.

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 including asset transfer.
• Collaborate with teams to provide unparalleled service.
• Introduce clients to their long-term relationship manager.

Skills

Financial services experience

Capital markets understanding

Communication skills

Complexity management

Education

Series 65 license

Job description

Fisher Investments in Camas, WA seeks a New Client Counselor to join their New Client Conversion group. This role focuses on onboarding high-net-worth clients by applying financial planning knowledge and a consultative approach. You will collaborate with various teams to provide exceptional service while receiving ongoing coaching to enhance your career.

Ideal candidates should have 3+ years in financial services and be licensed. Benefits include 100% paid health premiums, 401(k) matching, PTO, and family support programs.