Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments • Plano, TX

24d • Onsite

About The Position

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of their unique approach. The journey begins by obtaining the Series 65, with hands-on training provided. Once the license is obtained, training continues with a mentor to develop an understanding of the technology and platforms used and how clients are serviced. This role serves as a jumping off point to a licensed service role within the Private Client Group. As candidates progress and hit milestones within the first two years, opportunities for additional responsibilities will grow, including the potential to work up to the Premier Wealth Management team to manage a roster of high-net-worth clients.

Requirements

• 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

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level