Wealth Builder: Investment Counselor

Jobtome; Mansfield (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

100% medical, dental & vision for you,

50% 401(k) match

20 days PTO + 10 holidays

Family support programs

Hybrid work from home option

Job summary

Fisher Investments in the United States invites you to join as an Investment Counselor - Wealthbuilder, a role designed to develop a lifelong career in financial services through training and Series 65 licensing. You will work with our Private Client Group, build client relationships, and progress toward premier wealth management responsibilities as milestones are reached.

This in-office role offers potential hybrid arrangements and comprehensive benefits, aligning with our culture of client

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).
• 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

Financial Services

Communication

Team Collaboration

Education

Bachelor's degree or equivalent

Job description

Fisher Investments in the United States invites you to join as an Investment Counselor - Wealthbuilder, a role designed to develop a lifelong career in financial services through training and Series 65 licensing. You will work with our Private Client Group, build client relationships, and progress toward premier wealth management responsibilities as milestones are reached.

This in-office role offers potential hybrid arrangements and comprehensive benefits, aligning with our culture of client