About this role
New Client Counselor at Fisher Investments. Location: Plano, Texas, United States. Role: onboarding clients, educating clients, aligning portfolios Requirements: 3+ years in financial services, Series 65 license required (or obtained upon hire), knowledge of capital markets and investment products, consultative sales and client onboarding experience. Category: Sales Seniority: Mid Level Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English