Wealthbuilder Investment Counselor (Series 65 Prep)

Jobtome; Burleson (TX); On-site; USD 60,000 - 90,000; 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 8 wk

Job summary

Fisher Investments in the United States seeks an Investment Counselor - Wealthbuilder to train and develop into a licensed service professional within our Private Client Group. The role emphasizes client engagement, asset allocation reviews, and a deep dive into our top-down portfolio approach.

Initial focus on earning the Series 65 with hands-on coaching. Opportunities expand with milestones toward managing high-net-worth client rosters within our Premier Wealth Management team, with an

Qualifications

• 1+ year of experience in an Operational, Administrative, Client-Facing, or Finance setting
• Bachelor's degree or equivalent combination of education and experience
• Must pass the Series 65 (training and support provided)
• Consultative, client-focused approach

Responsibilities

• Collaborate with team, serving clients at a team level and liaising between IPC and US clients
• Review client asset allocation and ensure alignment with long-term goals
• Educate clients on top-down portfolio strategy and market events
• Handle client communications and coordinate with internal departments to fulfill requests

Skills

Operational experience

Administrative skills

Client-facing experience

Finance background

Education

Bachelor's degree or equivalent

Job description

Fisher Investments in the United States seeks an Investment Counselor - Wealthbuilder to train and develop into a licensed service professional within our Private Client Group. The role emphasizes client engagement, asset allocation reviews, and a deep dive into our top-down portfolio approach.

Initial focus on earning the Series 65 with hands-on coaching. Opportunities expand with milestones toward managing high-net-worth client rosters within our Premier Wealth Management team, with an