Wealth Builder: Investment Counselor Trainee

Jobtome; Arlington (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) match

Paid time off

Family support

Hybrid option

Job summary

Fisher Investments in the United States is seeking an Investment Counselor - Wealthbuilder to guide clients toward long-term financial goals. The role starts with Series 65 training, paired with a mentor, and a path to licensed service within the Private Client Group.

You will learn our top-down portfolio approach, review asset allocations with clients, and collaborate with IPC and internal teams to fulfill requests.

Qualifications

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Bachelor's degree or equivalent combination of education and experience required.
• Required to pass the Series 65 (we provide robust training and support once you start).

Responsibilities

• Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients.
• Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals.
• Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
• Respond and manage client communication while working directly with internal departments to fulfill client operational requests.

Skills

Client-facing

Operations

Finance

Education

Bachelor's degree

Job description

Fisher Investments in the United States is seeking an Investment Counselor - Wealthbuilder to guide clients toward long-term financial goals. The role starts with Series 65 training, paired with a mentor, and a path to licensed service within the Private Client Group.

You will learn our top-down portfolio approach, review asset allocations with clients, and collaborate with IPC and internal teams to fulfill requests.