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Financial Counselor

Fisher Investments

Dallas (TX)

On-site

USD 45,000 - 69,000

Full time

19 days ago

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Job summary

Fisher Investments is seeking an Investment Counselor to serve high-net-worth clients. This entry-level position focuses on building client relationships and providing tailored financial advice, supported by a strong internal team. Join a firm committed to client interests without commission pressures, and enjoy comprehensive benefits including health coverage and a 401(k) match.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match, up to IRS maximum

20 days of PTO, plus 10 paid holidays

Family Support programs including Paid Primary Caregiver Leave

Qualifications

2+ years of experience in finance industry.
Ability to build trusting client relationships.
Willingness to obtain Series 65 upon starting.

Responsibilities

Build trusting relationships with clients and educate them on investment strategies.
Proactively connect with clients quarterly to review asset allocation.
Collaborate with internal teams to provide exceptional client service.

Skills

Client Relationship Building

Financial Advisory

Consultative Approach

Education

Bachelor's Degree or Equivalent Work Experience

Series 65

1 day ago Be among the first 25 applicants

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Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day

Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications

2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
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

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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