Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments is focused on bettering the investment universe, and they are seeking to develop their next generation of Investments Counselors through the Investment Counselor – Wealthbuilder role. This position offers specialized training to prepare candidates for a lifelong career in the financial services industry, emphasizing client relationship management and portfolio strategy education. 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 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 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 Company Overview Fisher Investments is an independent, fee-only investment adviser. It was founded in 1979, and is headquartered in Plano, Texas, USA, with a workforce of 5001-10000 employees. Its website is