Wealth Builder: Investment Counselor (Hybrid)

Fisher Investments; Tampa (FL); On-site; 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 and caregiver leave

Potential hybrid work options

Job summary

A leading financial services firm in Florida is seeking Investment Counselors to assist clients in achieving their long-term financial goals. This role provides robust training, including obtaining the Series 65 license, and offers the potential for career advancement within the company. Responsibilities include collaborating with teams, managing client relationships, and educating clients about investment strategies. The position offers competitive benefits, including 100% paid medical premiums and a supportive work environment.

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.

Responsibilities

• Work collaboratively with team, serving clients and liaising with Investment Policy Committee.
• Connect with clients to review their asset allocation.
• Build relationships and educate clients on portfolio strategy.
• Manage client communications and operational requests.

Skills

Client focus

Consultative approach

Communication skills

Education

Bachelor’s degree or equivalent

Job description

A leading financial services firm in Florida is seeking Investment Counselors to assist clients in achieving their long-term financial goals. This role provides robust training, including obtaining the Series 65 license, and offers the potential for career advancement within the company. Responsibilities include collaborating with teams, managing client relationships, and educating clients about investment strategies. The position offers competitive benefits, including 100% paid medical premiums and a supportive work environment.