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Wealth Client Onboarding Advisor

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Fisher Investments in Tampa is seeking a New Client Counselor to serve as the primary contact for high-net-worth clients. This role involves onboarding new clients and educating them on investment strategies while collaborating with sales professionals and internal teams. The ideal candidate will have over 3 years of experience in financial services and the Series 65 license. Attractive benefits include 100% paid medical premiums and 20 days of PTO.

Enjoy uncapped performance-based compensation, and help us better the investment universe!

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