Wealth Builder Investment Counselor

Jobtome; Plano (KY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental & vision premiums paid

401(k) with 50% match

20 days PTO + 10 holidays

Family support programs (caregiver & 育

Hybrid work program

Job summary

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to guide clients toward long-term financial goals. You will begin with Series 65 training and mentorship, advancing toward licensed service within Private Client Group and potential Premier Wealth Management responsibilities.

This in-office role offers a pathway to hybrid work based on tenure and performance, with a strong emphasis on client relations and asset allocation education.

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 (training provided).
• A consultative approach with a focus on client needs.

Responsibilities

• Collaborate with your team to serve clients at a team level and liaise between IPC and US clients.
• Review client asset allocation and ensure alignment with long-term goals.
• Educate clients on top-down portfolio strategy, investments, and market events.
• Manage client communications and fulfill operational requests with internal teams.

Skills

Operational experience

Administrative experience

Client-Facing experience

Finance experience

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an Investments Counselor - Wealthbuilder to guide clients toward long-term financial goals. You will begin with Series 65 training and mentorship, advancing toward licensed service within Private Client Group and potential Premier Wealth Management responsibilities.

This in-office role offers a pathway to hybrid work based on tenure and performance, with a strong emphasis on client relations and asset allocation education.