Investment Counselor – Wealthbuilder

Job Description

Investment Counselor – Wealthbuilder

Do you have a passion for helping others achieve their financial aspirations? Are you interested in building a lasting career assisting clients in reaching their long-term financial goals? Fisher Investments is actively seeking to cultivate its next generation of Investment Counselors through the Investment Counselor – Wealthbuilder role.

The Opportunity

The Investment Counselor – Wealthbuilder program is specifically designed to prepare qualified individuals for a successful, lifelong career within the dynamic financial services industry. Through our specialized and comprehensive training program, Fisher Investments provides an elevated education in finance and capital markets, establishing a strong foundation and a deep understanding of our unique investment approach.

Your journey begins with dedicated support to obtain the Series 65 license, including hands-on training from our expert team. Obtaining the license is just the beginning; the training continues as you work directly with an assigned mentor. This mentorship will further develop your understanding of our proprietary technology and platforms, and illuminate how we effectively service our diverse clientele.

This role serves as an excellent launching pad into a licensed service position within our Private Client Group. As you gain experience and achieve important milestones within your first two years, you will see your responsibilities expand. This growth includes the potential to advance to our prestigious Premier Wealth Management team, where you will manage your own roster of high-net-worth clients.

The Day-to-Day

• Work collaboratively as part of a team, providing comprehensive client service and acting as the crucial liaison between our Investment Policy Committee (IPC) and our US clients.
• Proactively connect with clients to meticulously review their asset allocation, ensuring alignment and progress towards their long-term financial objectives.
• Cultivate strong, trusting relationships with clients, educating them on our distinct top-down portfolio strategy, their specific investments, and significant market events.
• Efficiently respond to and manage client communications, while collaborating directly with various internal departments to fulfill client operational requests seamlessly.

Your Qualifications

• 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 (robust training and support provided once you start).
• Demonstrated thoughtful, consultative approach with a strong emphasis on client focus.

Compensation

The base salary for this position in the state of WA ranges from $80,000 – $130,000 per year. New hires should anticipate starting at the lower end of this range, commensurate with their experience level.

Eligible for a discretionary bonus based on both firm and individual performance.

Why Fisher Investments

At Fisher Investments, we are driven by a greater purpose: to better the investment universe. We pride ourselves on our inclusive culture, our tailored learning and development framework for every employee, and our Great Place to Work Certification.

Our people are the cornerstone of the Fisher purpose, and we invest in them by offering exceptional benefits, including:

• 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 Paid Time Off (PTO), plus 10 paid holidays.
• Comprehensive Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
• This is primarily an in-office role. Based on your role, tenure, and performance eligibility, you may have the opportunity to participate in our hybrid work-from-home program, which is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER