Investment Counselor – Wealthbuilder (Training & Growth)

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

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days of PTO + 10 holidays

Family support programs including paid

Job summary

Fisher Investments is seeking an Investments Counselor – Wealthbuilder to guide clients toward long-term financial goals in a collaborative, client‑focused environment. The role begins with Series 65 training and hands‑on mentorship to develop expertise with our technology and client service platforms.

As you progress, you may assume greater responsibilities within the Private Client Group, with potential advancement to Premier Wealth Management for managing a roster of high‑net‑worth clients.

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 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

Communication

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Fisher Investments is seeking an Investments Counselor – Wealthbuilder to guide clients toward long-term financial goals in a collaborative, client‑focused environment. The role begins with Series 65 training and hands‑on mentorship to develop expertise with our technology and client service platforms.

As you progress, you may assume greater responsibilities within the Private Client Group, with potential advancement to Premier Wealth Management for managing a roster of high‑net‑worth clients.