Investment Counselor — Wealthbuilder (Career Path)

Jobtome; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid health premiums

401(k) match

PTO 20 days + 10 holidays

Family support programs

Hybrid work program

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. You will start with Series 65 training and work with a mentor to master the platforms used to service clients.

This role serves as a stepping stone toward licensed service within Private Client Group, with growth opportunities to Premier Wealth Management as milestones are met. The position emphasizes collaboration with IPC and US clients, asset allocation reviews, and educating

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 to pass the Series 65 (training provided).

Responsibilities

• Work collaboratively with your team, serving clients at a team level while liaising between IPC and US clients.
• Connect with clients to review asset allocation and long-term goals.
• Build trusting relationships and educate clients on top-down portfolio strategy and market events.
• Respond to and manage client communications with internal departments to fulfill requests.

Skills

Consultative approach

Client-facing

Finance knowledge

Series 65 prep

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. You will start with Series 65 training and work with a mentor to master the platforms used to service clients.

This role serves as a stepping stone toward licensed service within Private Client Group, with growth opportunities to Premier Wealth Management as milestones are met. The position emphasizes collaboration with IPC and US clients, asset allocation reviews, and educating