Wealth Builder Advisor (Series 65 Training)

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid time off

Paid holidays

Family support

Job summary

Fisher Investments is hiring an Investment Counselor – Wealthbuilder to support clients in achieving long-term financial goals. You begin with Series 65 training and hands-on mentorship, advancing toward licensed service within our Private Client Group.

In this in-office role, you will review asset allocations, educate clients on portfolio strategy, and coordinate with internal teams to fulfill requests. Strong client focus and collaboration are essential.

Qualifications

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

Responsibilities

• Collaborate with team to serve clients at a team level.
• Review client asset allocation and progress toward goals.
• Educate clients on top-down portfolio strategy and market events.
• Manage client communications with internal departments to fulfill requests.

Skills

Client-facing

Series 65 prep

Consultative mindset

Team collaboration

Education

Bachelor's degree or equivalent

Tools

N/A

Job description

Fisher Investments is hiring an Investment Counselor – Wealthbuilder to support clients in achieving long-term financial goals. You begin with Series 65 training and hands-on mentorship, advancing toward licensed service within our Private Client Group.

In this in-office role, you will review asset allocations, educate clients on portfolio strategy, and coordinate with internal teams to fulfill requests. Strong client focus and collaboration are essential.