Wealth Client Onboarding Advisor

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

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.