Wealthbuilder Investment Counselor | Client-Focused Advisor

Jobtome; Plano (KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days of PTO + 10 holidays

Family Support programs including paid

Hybrid work from home option

Job summary

Fisher Investments in Plano, TX is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. The role begins with Series 65 training and hands-on coaching to understand our approach, platforms, and service model.

This in-office position offers a clear path to more responsibility within Private Client Group and potential advancement to Premier Wealth Management as you hit milestones.

Qualifications

• Experience in operational, administrative, client-facing, or finance settings.
• Bachelor's degree or equivalent required.
• Pass the Series 65 (training and support provided).
• Consultative approach with client focus.

Responsibilities

• Collaborate with the team, serving clients at a team level while liaising between IPC and US clients.
• Review client asset allocations to align with long-term goals.
• Educate clients on top-down portfolio strategy and market events.
• Respond to client communications and coordinate with internal departments to fulfill requests.

Skills

Client-facing communication

Relationship-building

Financial knowledge

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Fisher Investments in Plano, TX is seeking an Investment Counselor - Wealthbuilder to help clients pursue long-term financial goals. The role begins with Series 65 training and hands-on coaching to understand our approach, platforms, and service model.

This in-office position offers a clear path to more responsibility within Private Client Group and potential advancement to Premier Wealth Management as you hit milestones.