Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
$120,000–$120,000 year
On-sitePlano, Texas, United States
Job Summary
Collaborate with your team to serve clients as the liaison between the Investment Policy Committee and US clients. Connect with clients to review asset allocation and ensure progress toward long-term financial goals while building trusting relationships through education on top-down portfolio strategies and market events. Respond to and manage client communications while working directly with internal departments to fulfill operational requests. Obtain the Series 65 license through hands-on training and work 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 potential advancement to the Premier Wealth Management team to manage high-net-worth client rosters after hitting milestones within two years.
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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