Wealth Builder Investment Counselor: Career Path

Fisher Investments; Camas (WA); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Family Support programs

Job summary

A leading financial services firm in Camas is seeking an Investment Counselor – Wealthbuilder. This role involves assisting clients in reaching their financial goals through personalized support and teamwork. Candidates will receive comprehensive training, including the Series 65 license, and have the opportunity to advance within the firm. Ideal candidates will have at least 1 year of experience in an operational or client-facing role and a Bachelor's degree. Competitive compensation and benefits package offered.

Qualifications

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

Responsibilities

• Work collaboratively with your team, serving clients at a team level.
• Connect with clients to review their asset allocation and financial goals.
• Build trusting relationships and educate clients on investment strategies.
• Manage client communication and collaborate with internal departments.

Skills

Client-Facing Experience

Operational Skills

Analytical Skills

Education

Bachelor’s Degree or Equivalent

Job description

A leading financial services firm in Camas is seeking an Investment Counselor – Wealthbuilder. This role involves assisting clients in reaching their financial goals through personalized support and teamwork. Candidates will receive comprehensive training, including the Series 65 license, and have the opportunity to advance within the firm. Ideal candidates will have at least 1 year of experience in an operational or client-facing role and a Bachelor's degree. Competitive compensation and benefits package offered.