Investment Counselor - Wealthbuilder (Hybrid)

Jobtome; Portland (OR); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Premium health premiums paid

401(k) match

PTO & holidays

Hybrid work option

Job summary

Fisher Investments in Portland, OR is seeking an Investment Counselor – Wealthbuilder to build foundational knowledge through our training program and obtain the Series 65 license.

You'll mentor and collaborate with teams to service US clients, review asset allocation, and educate clients on portfolio strategy. This role starts a career path toward Premier Wealth Management with growth opportunities.

Qualifications

• 1+ years experience in an operational, administrative, client-facing or finance setting.
• Bachelor’s degree or equivalent combination of education and experience required.
• Must pass Series 65 (training provided).
• Consultative approach with strong client focus.

Responsibilities

• Collaborate with team to serve clients at a team level and liaise between IPC and US clients.
• Review client asset allocations to align with long-term goals.
• Educate clients on top-down portfolio strategy, investments, and market events.
• Respond to client communications and fulfill operational requests with internal teams.

Skills

Client-facing

Consultative approach

Financial services

Education

Bachelor’s degree

Job description

Fisher Investments in Portland, OR is seeking an Investment Counselor – Wealthbuilder to build foundational knowledge through our training program and obtain the Series 65 license.

You'll mentor and collaborate with teams to service US clients, review asset allocation, and educate clients on portfolio strategy. This role starts a career path toward Premier Wealth Management with growth opportunities.