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⏰ Full-time

Portfolio Counselor

Fisher Investments
Location 📍 GRESHAM, United States
Posted 📅 June 08, 2026
Work Type ⏰ Full-time

Position Overview

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:

 

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
GRESHAM, United States