Wealth Builder: Investment Counselor (Hybrid)

Jobtome; Bedford (TX); Hybrid; USD 60,000 - 76,000; Full time

Benefits offered by this job

Health premiums and benefits

401(k) match

Paid time off and holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder in the United States to guide clients toward long-term financial goals. You will begin with Series 65 training and hands-on mentorship to deepen your understanding of our platform and client service approach.

This in-office role involves collaborating with the team to serve clients and liaise with the Investment Policy Committee, with growth toward Private Client Group duties and Premier Wealth Management opportunities.

Qualifications

• 1+ year in operational, administrative, client-facing, or finance roles.
• Bachelor's degree or equivalent.
• Series 65 must be passed with training provided.

Responsibilities

• Collaborate with team to serve clients at a team level and liaise with IPC and US clients.
• Review asset allocations with clients to align with long-term financial goals.
• Educate clients on top-down portfolio strategy and market events.
• Manage client communications and fulfill internal operational requests.

Skills

Client-facing experience

Series 65 (training)

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder in the United States to guide clients toward long-term financial goals. You will begin with Series 65 training and hands-on mentorship to deepen your understanding of our platform and client service approach.

This in-office role involves collaborating with the team to serve clients and liaise with the Investment Policy Committee, with growth toward Private Client Group duties and Premier Wealth Management opportunities.