Wealthbuilder Investment Counselor – Hybrid & Series 65 Training

Jobtome; North Richland Hills (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical premiums

Dental premiums

Vision premiums

401(k) match

PTO and holidays

Hybrid work option

Family support programs

Job summary

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. The program provides Series 65 training and ongoing mentorship as you learn the technology and platforms we use to service clients.

Starting in a training track, you’ll build relationships, review asset allocations, and collaborate with our IPC; with milestones you may advance to Premier Wealth Management and manage your own high‑net‑worth client roster.

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)
• A thoughtful consultative approach with an emphasis on client focus

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-focused

Consultative approach

Relationship building

Education

Bachelor's degree

Series 65 license

Job description

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients reach long-term financial goals. The program provides Series 65 training and ongoing mentorship as you learn the technology and platforms we use to service clients.

Starting in a training track, you’ll build relationships, review asset allocations, and collaborate with our IPC; with milestones you may advance to Premier Wealth Management and manage your own high‑net‑worth client roster.