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Wealth Advisor: Onboard & Grow Client Portfolios
Job in
Roanoke, Denton County, Texas, 76299, USA
Listed on 2026-06-06
Listing for:
United Cerebral Palsy of Georgia
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Fisher Investments in Roanoke, Texas is seeking a Portfolio Counselor to join their New Client Conversion group. This position focuses on onboarding high-net-worth clients, educating them about investment strategies, and collaborating with sales teams.
The ideal candidate will have over three years of financial services experience and a Series 65 license. This role offers uncapped performance-based compensation and exceptional benefits, including 100% paid medical premiums and a generous PTO policy.
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