Wealth Builder: Investment Counselor in Training

Jobtome; Burleson (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Family support programs

Hybrid work option

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to develop a lifelong career in financial services. You will receive training to obtain the Series 65, then work with a mentor to deepen understanding of our platforms and client servicing.

This entry point can lead to licensed roles within Private Client Group, with opportunities to advance to Premier Wealth Management as you progress and build a client roster.

Qualifications

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Required to pass the Series 65 (training provided)

Responsibilities

• Work collaboratively with your team, serving clients at a team level while liaising between IPC and US clients.
• Connect with clients to review asset allocation and progress toward long-term financial goals.
• Build trusting relationships and educate clients on top-down portfolio strategy and market events.
• Respond to and manage client communications with internal departments to fulfill requests.

Skills

Client-facing experience

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to develop a lifelong career in financial services. You will receive training to obtain the Series 65, then work with a mentor to deepen understanding of our platforms and client servicing.

This entry point can lead to licensed roles within Private Client Group, with opportunities to advance to Premier Wealth Management as you progress and build a client roster.