Investment Counselor - Wealthbuilder (Hybrid, Training)

Jobtome; Mansfield (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

100% paid health premiums

401(k) match

Paid time off & holidays

Family support programs

Job summary

Fisher Investments in Mansfield, TX is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. The program starts with Series 65 training and hands-on mentorship in our private client framework.

You will collaborate with teams, review client asset allocations, and grow into a licensed service role within the Private Client Group. This in-office position offers comprehensive benefits and a structured career path.

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 (training provided).
• A thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Work collaboratively with your team, serving clients at a team level while liaising between IPC and our US clients.
• Connect with clients to review asset allocation and progress toward long-term goals.
• Educate clients on top-down portfolio strategy, investments, and market events.
• Respond to client communications and coordinate with internal departments to fulfill requests.

Skills

Client-facing experience

Operational experience

Finance background

Education

Bachelor's degree

Job description

Fisher Investments in Mansfield, TX is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. The program starts with Series 65 training and hands-on mentorship in our private client framework.

You will collaborate with teams, review client asset allocations, and grow into a licensed service role within the Private Client Group. This in-office position offers comprehensive benefits and a structured career path.