Wealth Builder: Investment Counselor (Hybrid)

Fisher Investments; Plano (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO

Family support programs

Job summary

A financial services firm in Plano, Texas is seeking an Investment Counselor – Wealthbuilder to assist clients in achieving their financial goals. This role involves collaborative work with teams and clients, focused on education and communication around portfolio strategies. Candidates should have a Bachelor’s degree and at least one year of experience in a relevant setting. Exceptional benefits include fully paid premiums for medical, dental, and vision, and a robust training program for the Series 65 certification.

Qualifications

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Ability to pass the Series 65 certification.
• Thoughtful consultative approach emphasizing client focus.

Responsibilities

• Work collaboratively with your team serving clients.
• Connect with clients to review asset allocation.
• Build trusting relationships and educate clients on portfolio strategies.
• Manage client communication and operational requests.

Skills

Client focus

Team collaboration

Communication skills

Education

Bachelor’s degree or equivalent

Job description

A financial services firm in Plano, Texas is seeking an Investment Counselor – Wealthbuilder to assist clients in achieving their financial goals. This role involves collaborative work with teams and clients, focused on education and communication around portfolio strategies. Candidates should have a Bachelor’s degree and at least one year of experience in a relevant setting. Exceptional benefits include fully paid premiums for medical, dental, and vision, and a robust training program for the Series 65 certification.