Investment Counselor - Wealthbuilder (Hybrid Training)

Jobtome; Garland (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid medical/dental/vision

401(k) match

PTO & holidays

Family support program

Hybrid work option

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals through guided asset allocation and portfolio education. This role emphasizes collaboration with IPC and US clients, with hands-on training beginning with the Series 65 license.

As you progress, you may take on more responsibilities and have opportunities to join our Private Client Group and eventually the Premier Wealth Management team, managing high-net-worth client rosters.

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.

Responsibilities

• 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.

Skills

Client-Facing

Organized

Communication

Education

Bachelor's degree

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals through guided asset allocation and portfolio education. This role emphasizes collaboration with IPC and US clients, with hands-on training beginning with the Series 65 license.

As you progress, you may take on more responsibilities and have opportunities to join our Private Client Group and eventually the Premier Wealth Management team, managing high-net-worth client rosters.