Investment Counselor – Wealthbuilder

Job Description

Investment Counselor – Wealthbuilder | Fisher Investments

The Tone:
This is an early career in-office role at Fisher Investments, located in Plano, TX. Fisher Investments is dedicated to bettering the investment universe, cultivating an inclusive culture, and investing in its people. This Investment Counselor – Wealthbuilder position is specifically designed to develop the next generation of Investment Counselors, preparing qualified candidates for a fulfilling, lifelong career in the financial services industry. The role emphasizes providing an elevated finance and capital markets education to build a strong foundation for assisting clients in reaching their long-term financial goals.

The TL;DR
• Role: Early Career
• Location: Plano, TX

• Team: Entry into client service roles, progressing towards the Private Client Group.
• Mission: To gain foundational knowledge and licensing to effectively service US clients, educate them on investment strategies, and support their long-term financial goals, while collaborating with internal committees and departments.

What You’ll Actually Do
• Client Service & Liaison: Contribute to client service at a team level, working collaboratively to act as the essential liaison between the Investment Policy Committee (IPC) and US clients, conveying important investment policy information.
• Asset Allocation Review: Proactively connect with clients to diligently review their current asset allocation, ensuring its continuous alignment with their specified long-term financial goals and objectives.
• Client Education & Relationship Building: Foster strong, trusting relationships with clients by educating them comprehensively on Fisher Investments’ top-down portfolio strategy, specific investments, and important relevant market events.
• Communication & Operational Support: Effectively respond to and manage all client communication, and work directly with various internal departments to efficiently fulfill diverse client operational requests.

The Must-Haves
• Background: Requires a Bachelor’s degree or an equivalent combination of education and experience, with a demonstrated interest in developing a career in financial services assisting clients.
• Experience: Possess at least 1 year of professional experience in an Operational, Administrative, Client-Facing, or Finance setting, showcasing foundational skills relevant to client support or financial operations.
• Skills: The ability and commitment to pass the Series 65 license (with robust training and support provided by Fisher Investments); a thoughtful, consultative approach with clients; a strong emphasis on client focus; and proven capabilities in building trusting relationships and managing client communication.