Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments; Vancouver (WA); On-site; USD 80,000 - 130,000; Full time

Job summary

A leading company in financial services seeks an Investment Counselor – Wealthbuilder to help clients achieve their financial goals. This entry-level role offers specialized training and a pathway to a licensed service position, with competitive compensation and exceptional benefits.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match up to IRS limits

20 days of PTO plus 10 paid holidays

Family support programs including Paid Primary Caregiver Leave

Qualifications

• 1+ years of experience in operational, administrative, client-facing, or finance roles.
• Must pass the Series 65 exam (training and support provided).

Responsibilities

• Collaborate with team to serve clients and liaise with the Investment Policy Committee.
• Review clients’ asset allocations to align with financial goals.
• Build relationships with clients and educate them on portfolio strategies.

Skills

Client-focused approach

Consultative skills

Education

Bachelor’s degree or equivalent

Job description

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

1 day ago Be among the first 25 applicants

Do you have a passion for helping others? Are you interested in developing a career assisting clients in reaching 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 license, with hands-on training from our dedicated training team. After obtaining the necessary license, you will work directly with your assigned mentor to further develop your understanding of our technology, platforms, and client service processes.

This role serves as a stepping stone to a licensed service role within our Private Client Group. As you progress and achieve key milestones within the first two years, opportunities for additional responsibilities will grow, including the potential to join our Premier Wealth Management team, managing your own roster of high-net-worth clients.

The Day-to-Day

• Collaborate with your team to serve clients and act as a liaison between our Investment Policy Committee (IPC) and US clients.
• Review clients’ asset allocations and ensure alignment with their long-term financial goals.
• Build trusting relationships with clients, educating them on our portfolio strategies, investments, and market events.
• Manage client communications and coordinate with internal departments to fulfill operational requests.

Your Qualifications

• At least 1+ years of experience in operational, administrative, client-facing, or finance roles.
• Bachelor’s degree or equivalent combination of education and experience.
• Must pass the Series 65 exam (training and support provided).
• Possess a thoughtful, consultative, client-focused approach.

Compensation

• Base salary ranges from $80,000 to $130,000 annually in WA, starting at the lower end depending on experience.
• Eligible for discretionary bonuses based on performance.

Why Fisher Investments

We aim to better the investment universe through our inclusive culture, tailored learning and development programs, and recognition as a Great Place to Work. We invest in our people by offering exceptional benefits:

• 100% paid medical, dental, and vision premiums for employees and dependents.
• 50% 401(k) match up to IRS limits.
• 20 days of PTO plus 10 paid holidays.
• Family support programs, including 8-week Paid Primary Caregiver Leave, fertility and family forming assistance, and elder care support.
• This is an in-office role with potential for hybrid work based on performance and tenure.

Fisher Investments is an equal opportunity employer.