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Portfolio Counselor

Fisher Investments

GRESHAM, Oregon, United States Full-time June 03, 2026
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Opportunity 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.

The Opportunity:

 

Full-time other-general

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