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Portfolio Counselor

Student-Friendly Entry-Level
Company

Fisher Investments

Location

ARLINGTON, United States

Posted

June 04, 2026

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About This Opportunity

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 Portfolio 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: