Investment Counselor – Wealthbuilder

Job Description

Investment Counselor – Wealthbuilder | Fisher Investments

The Tone:
This is a full-time role at Fisher Investments, located in Camas, WA. Fisher Investments is committed to bettering the investment universe by empowering clients to achieve their financial aspirations. This role is fundamental to cultivating the next generation of Investment Counselors, preparing qualified individuals for a successful, lasting career within the financial services industry, and ultimately advancing to manage high-net-worth clients.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Camas, WA (In-person)
• Pay: $80000–$130000 yearly
• Team: Private Client Group
• Mission: To prepare and develop future Investment Counselors who will guide US clients in achieving their long-term financial objectives through comprehensive investment service and education.

What You’ll Actually Do
• Client Service: Work collaboratively as part of a team to provide comprehensive client service, acting as the primary liaison between our Investment Policy Committee and US clients.
• Asset Review: Proactively connect with clients to meticulously review their asset allocation, ensuring alignment and progress towards their long-term financial objectives.
• Client Education: Cultivate strong, trusting relationships with clients by educating them on our distinct top-down portfolio strategy, their specific investments, and significant market events.
• Communication & Operations: Efficiently respond to and manage client communications, while collaborating directly with various internal departments to fulfill client operational requests seamlessly.

The Must-Haves
• Background: Bachelor’s degree or an equivalent combination of education and experience is required, demonstrating foundational knowledge in client service, operations, or finance.
• Experience: 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Skills: Required to pass the Series 65 license (robust training and support provided), a demonstrated thoughtful, consultative approach, and a strong emphasis on client focus.