Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
$80,000–$105,000 year
On-siteCamas, Washington, United States
Job Summary
Collaborate with the team to serve clients as the liaison between the Investment Policy Committee and US clients, reviewing asset allocations to ensure alignment with long-term financial goals. Build trusting relationships by educating clients on top-down portfolio strategies, investments, and market events while managing client communications and fulfilling operational requests through internal departments. Obtain the Series 65 license through hands-on training and work directly with a mentor to master the firm's technology and platforms. This entry-level role prepares candidates for a lifelong career in Fisher Investments' Private Client Group, with growth opportunities to manage high-net-worth client rosters within the Premier Wealth Management team.
Required 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 to pass the Series 65
Desired Qualifications
- A thoughtful consultative approach with an emphasis on client focus
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