Wealth Builder: Investment Counselor

Jobtome; Hurst (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match 50%

20 days PTO + 10 holidays

Family support programs

Hybrid work program

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to join our Private Client Group in a role designed to train and develop professionals for a lifelong career in financial services. You will begin by obtaining the Series 65 license with hands-on training from our team.

As you progress, you may take on more responsibilities and potentially join the Premier Wealth Management team, managing your own roster of high-net-worth clients.

Qualifications

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Must pass the Series 65 (training provided).
• A thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Work collaboratively with your team, serving clients at a team level while liaising between the Investment Policy Committee and US clients.
• Connect with clients to review asset allocation and ensure long-term financial goals.
• Build trusting relationships with clients and educate them on top-down portfolio strategy, investments and market events.
• Respond to and manage client communications with internal departments to fulfill requests.

Education

Bachelor's degree

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to join our Private Client Group in a role designed to train and develop professionals for a lifelong career in financial services. You will begin by obtaining the Series 65 license with hands-on training from our team.

As you progress, you may take on more responsibilities and potentially join the Premier Wealth Management team, managing your own roster of high-net-worth clients.