Wealth Client Onboarding Advisor

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

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!