Wealth Builder: Investment Counselor

Jobtome; Garland (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health premiums paid

401(k) matching

PTO & holidays

Family caregiver leave

Hybrid work option

Job summary

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to help clients reach long-term financial goals. You will start with Series 65 training and hands-on mentoring, then progress toward licensed service roles within Private Client Group.

You will review client asset allocations, discuss top-down portfolio strategy, and educate clients on markets while coordinating with IPC and internal teams. This in-office role may offer a hybrid option based 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 (we provide robust training and support once you start).
• 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 experience

Education

Bachelor's degree

Job description

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to help clients reach long-term financial goals. You will start with Series 65 training and hands-on mentoring, then progress toward licensed service roles within Private Client Group.

You will review client asset allocations, discuss top-down portfolio strategy, and educate clients on markets while coordinating with IPC and internal teams. This in-office role may offer a hybrid option based on tenure and performance.