Portfolio Counselor

Fisher Investments
Full-time GRESHAM, Oregon other-general
Posted:
June 07, 2026
Location:
GRESHAM, Oregon, United States

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.

The Opportunity:

 

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Job Overview

Job Type: Full-time
Location: GRESHAM, United States
Posted: June 07, 2026
Deadline: July 17, 2026