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New Client Conversion Investment Counselor

Company: Fisher Investments
Location: San Mateo
Posted on: July 12, 2018

Job Description:

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  • New Client Conversion Investment Counselor (2018-6774)


    US-CA-San Mateo



    Job ID



    Do you enjoy helping new clients establish an investment strategy?

    Do you have a minimum of 2 -3 years' experience in asset management, financial and client services?

    Do you have financial sales experience but no longer want to cold call potential leads?

    Do you want uncapped earnings potential by doing the right thing for clients?

    Do you still want access to a lucrative commission structure while focusing on client service?

    At Fisher Investments, the New Client Conversion Investment Counselors are the primary contact for our high net worth clients from the beginning. This role is responsible for welcoming and onboarding new clients to Fisher Investments, ensuring that they fund their accounts, and helping align our portfolio strategy with their goals and objectives. You would be part of an elite team backed by our talented Investment Policy Committee (IPC).

    Our clients work hard for their money and we work hard for our clients, striving to deliver high touch white glove service that exceeds expectations. Their success is our success, their goals are our goals. Building an honest transparent relationship with clients is an essential part of meeting our fiduciary responsibilities. Creating an honest authentic relationship with each client is integral to earning your compensation on high rates of conversion.

    We are looking for a passionate professional who can relate with clients, articulate our financial philosophy, build rapport, and establish a trusting relationship that lasts. You have the opportunity to guide clients through the beginning stages of what it means to work with Fisher Investments. Through educating each of your assigned clients on our investment philosophy and providing a fundamental understanding of our investment strategy, you form a high level trust in believing better is possible.

    Having success in a finance services or sales role is ground work for continued achievement as a New Client Conversion Investment Counselor. You will be the voice of Fisher Investments from either of our Portland Oregon area offices or our new Dallas Texas location.

    Successful Investment Counselors communicate effectively, and connect with people, helping deliver the elite service we expect. It will be challenging every step of the way, but rewarding at the deepest level--reach for something different and become a part of Fisher Investments.



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    Keywords: Fisher Investments, San Francisco, New Client Conversion Investment Counselor, Other, San Mateo, California

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