Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments GmbH; Rodenbach; Vor Ort; EUR 40.000 - 55.000; Vollzeit

Zusammenfassung

A leading financial services firm is seeking an Investment Counselor for its Wealthbuilder role in Rodenbach, Germany. This entry-level position requires a Bachelor’s degree and offers a unique opportunity to build a career in finance without prospecting or cold calls, as a book of business is provided. The role involves assisting clients in achieving their financial goals and developing through structured training, including obtaining a Series 65 license. The firm provides comprehensive benefits including health care, PTO, and career growth support.

Leistungen

100% paid medical, dental and vision premiums

20 days of PTO plus 10 paid holidays

Family Support programs

Qualifikationen

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Required to pass the Series 65 (training provided).

Aufgaben

• Collaborate with the team to serve clients.
• Review client asset allocations for financial goals.
• Build relationships and educate clients on investments.
• Manage client communication and operational requests.

Kenntnisse

Client focus

Detail-Oriented

Communication

Persuasiveness

Multi-tasking

Ausbildung

Bachelor’s degree or equivalent

Jobbeschreibung

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

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At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long‑term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

No Prospecting, No Cold‑Calls, Book of Business Is Provided

Success Profile

At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.

• Communicator
• Competitive
• Detail‑Oriented
• Multi‑Tasker
• Persuasive
• Sincere

Culture

Our financial professionals focus on providing unparalleled service in an industry known for cookie‑cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high‑net‑worth investors and helps them reach their goals.

Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission‑driven business, Fisher Investments might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional‑level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

You can start as an Investment Counselor, but after that, you can continue in any of the following departments :

• IC Management
• Research Analyst
• Legal & Compliance
• Recruiting / Human Capital
• Data & Analytics
• Marketing
• Corporate Finance
• Communications
• Information Security & Technology
• Operations
• IC Program Management
• Sales VP
• Specialized IC

Helping clients is what we do best. Join Private Client Services.

Our Global Benefits

Health Care

Quality health care packages offered globally, covering you and your qualified dependents.

Family Support

We support parents and families with maternity leave, paid time off, flexibility and resources.

Awards & Recognition

We celebrate achievements and drive a strong culture of recognition across the organization.

Time Off

Our annual leave packages and country‑specific paid holidays help you balance work and free time.

Retirement Plans

We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.

Career Growth & Development

Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long‑term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity :

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands‑on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high‑net‑worth clients.

The Day-to-Day :

• Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
• Connect with clients to review their asset allocation and ensure we are on the right track towards their long‑term financial goals
• Build trusting relationships with our clients and educate them on our top‑down portfolio strategy, their investments and important market events
• Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications :

• 1+ years of experience in an Operational, Administrative, Client‑Facing, or Finance setting
• Bachelor’s degree or equivalent combination of education and experience required
• Required to pass the Series 65 (we provide robust training and support once you start)
• A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments :

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back‑up child, adult, and elder care
• This is an in‑office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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