Investment Counselor

About the Role

• The Investment Counselor – Wealthbuilder role is designed to develop the next generation of Investments Counselors at Fisher Investments.
• This opportunity is a stepping stone to a lifelong career in the financial services industry.

The Opportunity

• Receive specialized training and an elevated finance and capital markets education program.
• Obtain the Series 65 license, with hands-on training provided.
• Work with an assigned mentor to understand the technology, platforms, and client servicing.
• This role is a jumping off point to a licensed service role within the Private Client Group.
• Potential for additional responsibilities and advancement to the Premier Wealth Management team to manage high-net-worth clients within the first two years.

Key Responsibilities

• Collaborate with your team to serve clients at a team level.
• Act as the liaison between the Investment Policy Committee (IPC) and US clients.
• Connect with clients to review their asset allocation and progress towards long-term financial goals.
• Build trusting relationships with clients and educate them on the top-down portfolio strategy, their investments, and market events.
• Manage client communication and work with internal departments to fulfill operational requests.

Requirements & Tech Stack

• Experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Bachelor’s degree or equivalent combination of education and experience.
• Required to pass the Series 65 exam.
• A thoughtful consultative approach with an emphasis on client focus.

Qualifications

• 1+ years of experience.
• Ability to pass the Series 65 (training and support provided).

Why Fisher Investments

• Work for a purpose: bettering the investment universe.
• Inclusive culture, customized learning and development framework, and Great Place to Work Certification.
• Benefits include:
• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.
• 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.
• This is an in-office role. Potential to participate in a hybrid work from home program based on role, tenure, and performance eligibility.