Wealth Builder: Investment Counselor

Jobtome; Grand Prairie (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match up to IRS limit

20 days PTO + 10 holidays

Family Support programs: caregiver and

Job summary

Fisher Investments seeks motivated individuals for the Investment Counselor - Wealthbuilder program in the United States. Trainees begin by obtaining the Series 65 license and receive hands-on coaching from our training team to understand our approach and platforms.

As you progress, you may join the Private Client Group with potential advancement to the Premier Wealth Management team, managing a roster of high-net-worth clients. This is an in-office role with possible hybrid arrangements later.

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 with robust training and support.

Responsibilities

• Work with the team as liaison between IPC and US clients.
• Review clients' asset allocation and progress toward long-term goals.
• Educate clients on top-down portfolio strategy and market events.
• Manage client communications and coordinate with internal departments.

Skills

Client-facing

Operations

Finance

Consultative approach

Education

Bachelor's degree or equivalent

Job description

Fisher Investments seeks motivated individuals for the Investment Counselor - Wealthbuilder program in the United States. Trainees begin by obtaining the Series 65 license and receive hands-on coaching from our training team to understand our approach and platforms.

As you progress, you may join the Private Client Group with potential advancement to the Premier Wealth Management team, managing a roster of high-net-worth clients. This is an in-office role with possible hybrid arrangements later.