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Wealth Client Onboarding Advisor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-23
Listing for:
Fisher Investments
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Fisher Investments in Plano, Texas is seeking a New Client Counselor to join their New Client Conversion group. In this role, you will serve as the point of contact for high-net-worth clients, helping them navigate their financial journeys. You will work closely with sales professionals to onboard clients, offer education on investment strategies, and ensure a seamless transition into our services.
We are looking for someone with over 3 years of experience in financial services and a Series 65 license. We pride ourselves on our inclusive culture and offer exceptional benefits, including 100% paid medical premiums and generous PTO.
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