Wealth Builder: Investment Counselor

Jobtome; Tampa (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full benefits (medical, dental, vision

401(k) match

Paid time off & holidays

Family support programs

Hybrid work from home option

Job summary

Fisher Investments seeks an Investment Counselor - Wealthbuilder to train for a lifelong career in financial services. You will start with Series 65 training and, under mentorship, learn our technology and platforms to service clients. This is an in-office role with potential hybrid options as you progress.

As you advance, you may join the Private Client Group and, after milestones, move toward Premier Wealth Management, managing a roster of high-net-worth clients.

Qualifications

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Bachelor's degree or equivalent combination of education and experience.
• Must pass the Series 65 with robust training and support.
• Thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Collaborate with team as liaison between Investment Policy Committee and US clients.
• Review client asset allocation and ensure alignment with long-term goals.
• Educate clients on top-down portfolio strategy and key market events.
• Respond to client communications and coordinate with internal departments to fulfill requests.

Skills

Client-Facing Experience

Team Collaboration

Operational/Administrative Experience

Financial Services Familiarity

Education

Bachelor's degree or equivalent

Job description

Fisher Investments seeks an Investment Counselor - Wealthbuilder to train for a lifelong career in financial services. You will start with Series 65 training and, under mentorship, learn our technology and platforms to service clients. This is an in-office role with potential hybrid options as you progress.

As you advance, you may join the Private Client Group and, after milestones, move toward Premier Wealth Management, managing a roster of high-net-worth clients.