Wealth Builder: Investment Counselor

Jobtome; Arlington (VA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

100% paid medical, dental, vision

50% 401(k) match

20 days PTO + 10 holidays

Family Support programs

Job summary

Fisher Investments in Arlington, VA seeks an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. You will receive Series 65 training and work with a mentor to learn our platforms and service standards.

As you progress, you may assume greater responsibilities and advance toward Premier Wealth Management. This is an in-office role with the potential for hybrid work depending on tenure and performance.

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 to pass the Series 65 (training provided).
• Thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Collaborate with team to serve clients at a team level; liaise between IPC and US clients.
• Engage 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

Finance/Investment awareness

Communication skills

Education

Bachelor's degree

Job description

Fisher Investments in Arlington, VA seeks an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. You will receive Series 65 training and work with a mentor to learn our platforms and service standards.

As you progress, you may assume greater responsibilities and advance toward Premier Wealth Management. This is an in-office role with the potential for hybrid work depending on tenure and performance.