Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

RemoteWorker US; Garland (TX); On-site; USD 27,000 - 125,000; Full time

Job summary

RemoteWorker US seeks an Entry Level Investment Counselor for client financial goal management. This role includes obtaining Series 65 certification, receiving training, and possibly progressing to manage high-net-worth clients. Outstanding benefits include full medical coverage and generous PTO.

Benefits

100% paid medical, dental and vision premiums

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

20 days of PTO plus 10 paid holidays

Paid Primary Caregiver Leave

$10,000 family forming and hormonal health assistance

Qualifications

• 1+ years of experience in Operational, Administrative, Client-Facing, or Finance setting.
• Required to pass the Series 65, with training provided.
• A thoughtful consultative approach with emphasis on client focus.

Responsibilities

• Connect with clients to review asset allocation and ensure alignment with financial goals.
• Build trusting relationships with clients and educate on portfolio strategies.
• Work collaboratively with team as liaison to Investment Policy Committee (IPC).

Skills

Client focus

Consultative approach

Education

Bachelor’s degree

Job description

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Join to apply for the Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) role at RemoteWorker US

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

23 hours ago Be among the first 25 applicants

Join to apply for the Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) role at RemoteWorker US

Get AI-powered advice on this job and more exclusive features.

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at RemoteWorker US by 2x

Sign in to set job alerts for “Investment Advisor” roles.

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Dallas, TX $27,550.00-$125,000.00 1 day ago

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

J.P. Morgan Wealth Management – Private Client Advisor - Downtown Dallas, TX

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Legacy and Coit)

Plano, TX $200,000.00-$400,000.00 2 weeks ago

Financial Advisor - Career Changers Encouraged to Apply!

Dallas, TX $115,000.00-$280,000.00 2 days ago

Financial Advisor - Needed Who's Driven To Win

Plano, TX $90,000.00-$150,000.00 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.