Wealth Builder: Investment Counselor

Jobtome; Fort Worth (TX); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical premiums

401(k) match

Paid time off

Family support leave

Hybrid work option

Job summary

Fisher Investments in Fort Worth, TX is seeking an Investment Counselor - Wealthbuilder to grow with our Private Client Group. You will start with robust training and the Series 65, gaining hands-on experience with our technology and client service platforms.

As you advance through milestones in the first two years, you will take on increasing responsibilities and may work toward Premier Wealth Management, managing a roster of high-net-worth clients with a consultative, client-first approach.

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 (we provide robust training and support once you start).

Responsibilities

• Collaborate with your team, serving clients at a team level while acting as liaison between our Investment Policy Committee (IPC) and our US clients.
• Review client asset allocation to ensure alignment with long-term financial goals.
• Educate clients on top-down portfolio strategy, investments and market events.
• Manage client communications and fulfill operational requests with internal departments.

Skills

Client-facing experience

Finance knowledge

Operational experience

Education

Bachelor's degree

Tools

Series 65

Job description

Fisher Investments in Fort Worth, TX is seeking an Investment Counselor - Wealthbuilder to grow with our Private Client Group. You will start with robust training and the Series 65, gaining hands-on experience with our technology and client service platforms.

As you advance through milestones in the first two years, you will take on increasing responsibilities and may work toward Premier Wealth Management, managing a roster of high-net-worth clients with a consultative, client-first approach.