Wealth Builder Investment Advisor

Jobtome; North Richland Hills (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full benefits package

100% paid medical, dental and vision

401(k) match

Paid PTO and holidays

Family support programs

In-office role with potential hybrid

Job summary

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to train for a lifelong career in financial services. The role begins with Series 65 licensing and hands-on mentorship to deepen understanding of our technology and client service platforms.

As you progress, you may join the Private Client Group and later advance toward managing a roster of high-net-worth clients within the Premier Wealth Management team.

Qualifications

• 1+ years in operational, administrative, client-facing or finance roles.
• Bachelor's degree or equivalent experience.
• Must pass the Series 65 license (training provided).

Responsibilities

• Collaborate with team to serve clients at a team level and liaise IPC with US clients.
• Review client asset allocations to ensure alignment with long-term goals.
• Educate clients on our top-down portfolio strategy, investments and market events.

Skills

Client-facing experience

Operational experience

Administrative skills

Finance industry knowledge

Consultative approach

Education

Bachelor's degree

Job description

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to train for a lifelong career in financial services. The role begins with Series 65 licensing and hands-on mentorship to deepen understanding of our technology and client service platforms.

As you progress, you may join the Private Client Group and later advance toward managing a roster of high-net-worth clients within the Premier Wealth Management team.