Investment Counselor – Wealthbuilder

Job Description

Investment Counselor – Wealthbuilder | Fisher Investments

The Tone:
This is a full-time, in-office role at Fisher Investments. The company provides financial services, helping clients achieve their long-term financial goals. This role is crucial for developing the next generation of Investment Counselors, offering a specialized training program to build a strong foundation in finance and capital markets.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-office
• Team: Collaborative team within Private Client Group
• Mission: Prepare qualified candidates for a lifelong career in financial services by assisting clients in reaching their long-term financial goals.

What You’ll Actually Do
• Team Collaboration: Collaborate with your team to serve clients and act as a liaison between the Investment Policy Committee (IPC) and US clients.
• Asset Review: Connect with clients to review their asset allocation and ensure alignment with their long-term financial goals.
• Client Education: Build trusting relationships by educating clients on the top-down portfolio strategy, their investments, and important market events.
• Communication Management: Respond to and manage client communication while working with internal departments to fulfill operational requests.

The Must-Haves
• Background: Early career professional with a Bachelor’s degree or equivalent combination of education and experience.
• Experience: 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting.
• Skills: Required to pass the Series 65 license (with provided robust training and support); a thoughtful, consultative approach with an emphasis on client focus.