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New Client Conversion Investment Counselor

Company: Fisher Investments
Location: West Linn
Posted on: September 24, 2022

Job Description:

New Client Conversion (NCC) is a fast-paced hybrid sales/service group within US PCG, specializing in the new client onboarding process. When a new client is preparing to hire Fisher, NCC continues the momentum established during the sales process. NCC educates clients on our investment approach and guides them through the portfolio recommendation and implementation of our strategy. NCC's mission is to drive the firm's organic growth rate higher by finding creative solutions to onboard as many families as possible.

As an NCC IC, you will be the primary initial point of contact for new clients for the first 30-90 days. Some of your assigned clients will require further selling to convince them that FI is the right choice for their investment future, while others have decided to hire FI and your unparalleled service will validate that decision. Your success is defined by your ability to produce a high clearance/conversion rate for your assigned clients, at a high volume, with a high degree of service quality.


  • Continue/finalize the sale started by the OSP
  • Educate clients on what it means to work with Fisher Investments
  • Promote our investment philosophy to clients
  • Align our portfolio strategy with clients' goals
  • Oversee the onboarding and transfer process for clients
  • Monitor the implementation of clients' Fisher portfolios
  • Work with our internal teams to provide solutions for clients This is the job for you if:

    Current & Former Core ICs:
    • Sustained success as a Core IC
    • Strong core metrics - consistently in top 2 quartiles of peer group; platinum awards a plus!
    • Success in non-trading (> 90% clearance rate), additions, and referrals
    • Activity+Attitude - consistently exceed contact rate and suitability standards
    • Previous sales experience a plus! Current & Former AEs:
      • 2+ years as an AE
      • Strong core metrics - competitive amongst peer group
      • Activity+Attitude - strong effort metrics
      • Interest in becoming a more seasoned financial sales professional Other Professional Level Roles:
        • Experience communicating directly with FI clients and/or knowledge of FI portfolios
        • Strong drive for results and an internal track record of delivering metric-based results
        • Desire to work in a fast paced, client-facing position Associate Roles:
          • Encouraged to apply for and complete IC bridge We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. You may not receive an interview. If you'd like to know more about the role, feel free to get in touch with Ben Pressler . You will report to an NCC ICTL.

            We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

            You'll need each of these target skills at these proficiency levels to meet expectations in the role, but you don't need them to apply! These can be opportunities for growth:

            Skill Target S Knowledge of FI's Investment Philosophy and Portfolio Strategy 4 S Knowledge of Competitive Landscape and Products 3 S Knowledge of Financial Markets 3 S Risk Awareness 3 S Operational Adherence 3 S Knowledge of Regulatory Environment 2


            Client Focus - Professional Level

            Collaborates - Professional Level

            Communicates Effectively - Professional Level

            Drives Results - Professional Level

            Instills Trust - Professional Level

            Values Differences - Professional Level

            Manages Complexity - Professional Level

            Nimble Learning - Professional Level

            For more information on skills and competencies click here to launch from the Learning Center.

Keywords: Fisher Investments, Portland , New Client Conversion Investment Counselor, Other , West Linn, Oregon

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