Wealth Builder: Investment Counselor

Jobtome; Hurst (TX); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Family support programs

Hybrid work option

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. You will receive Series 65 training and mentorship, building expertise in portfolios, markets, and client service.

Initially focused on licensed service within Private Client Group, the role offers growth toward Premier Wealth Management with a managed client roster. In-office with potential hybrid arrangements may apply.

Qualifications

• 1+ years in an Operational, Administrative, Client-Facing, or Finance setting.
• Bachelor's degree or equivalent required.
• Must pass the Series 65 with training provided.

Responsibilities

• Collaborate with team to serve clients and liaise with IPC for US clients.
• Review client assets and guide long-term financial goals.
• Build trust and educate clients on top-down portfolio strategy and market events.
• Handle client communications with internal teams to fulfill requests.

Skills

Client-Facing

Series 65

Relationship-building

Consultative approach

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. You will receive Series 65 training and mentorship, building expertise in portfolios, markets, and client service.

Initially focused on licensed service within Private Client Group, the role offers growth toward Premier Wealth Management with a managed client roster. In-office with potential hybrid arrangements may apply.