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Portfolio Counselor

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Fisher Investments
πŸ“ GRESHAM, United States
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Location GRESHAM
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Posted June 08, 2026
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Commute Local Area
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Job Description

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.

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πŸ“ Location Details

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City
GRESHAM
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Country
United States
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Commute
Local Area

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