Investment Counselor – Wealthbuilder (Hybrid, Training)

Jobtome; Fort Worth (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid time off

Family support programs

Hybrid work option

Job summary

Fisher Investments in Fort Worth is seeking an Investment Counselor - Wealthbuilder to join our client service team. You will begin with hands-on training to obtain the Series 65 and advance toward licensed service roles within our Private Client Group.

As you progress, you will work with mentors, build relationships with clients, review asset allocations, and participate in our top-down portfolio strategy, with extensive development opportunities and a clear path to Premier Wealth Management.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Pass the Series 65 (training and support provided).
• 1+ years of experience in an operational, administrative, client-facing, or finance setting.
• Thoughtful, consultative approach with strong client focus.

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 ensure alignment with long-term goals.
• Build trusting relationships and educate clients on top-down portfolio strategy and market events.
• Respond to and manage client communications, coordinating with internal departments to fulfill requests.

Skills

Client focus

Consultative approach

Team collaboration

Education

Bachelor's degree

Job description

Fisher Investments in Fort Worth is seeking an Investment Counselor - Wealthbuilder to join our client service team. You will begin with hands-on training to obtain the Series 65 and advance toward licensed service roles within our Private Client Group.

As you progress, you will work with mentors, build relationships with clients, review asset allocations, and participate in our top-down portfolio strategy, with extensive development opportunities and a clear path to Premier Wealth Management.