Financial Counselor

Jobtome; Burleson (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days of PTO + 10 holidays

Family Support programs including 8 wk

Job summary

Fisher Investments in the United States seeks an Investment Counselor - Wealthbuilder to train and develop into a licensed service professional within our Private Client Group. The role emphasizes client engagement, asset allocation reviews, and a deep dive into our top-down portfolio approach.

Initial focus on earning the Series 65 with hands-on coaching. Opportunities expand with milestones toward managing high-net-worth client rosters within our Premier Wealth Management team, with an

Qualifications

• 1+ year of experience in an Operational, Administrative, Client-Facing, or Finance setting
• Bachelor's degree or equivalent combination of education and experience
• Must pass the Series 65 (training and support provided)
• Consultative, client-focused approach

Responsibilities

• Collaborate with team, serving clients at a team level and liaising between IPC and US clients
• Review client asset allocation and ensure alignment with long-term goals
• Educate clients on top-down portfolio strategy and market events
• Handle client communications and coordinate with internal departments to fulfill requests

Skills

Operational experience

Administrative skills

Client-facing experience

Finance background

Education

Bachelor's degree or equivalent

Job description

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:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 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