New Client Counselor
Fisher Investments · Camas, WA · 1 wk ago
Education$100k/yrFull-time
The Opportunity
The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG).
Your Qualifications
- 3+ years’ experience working in financial services
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high-volume environment
Compensation
- Base + commission (driven by conversion rate, number of clients converted, and AUM)
- Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base)
- This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
About the Role
We work for a bigger purpose: bettering the investment universe.
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care