Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) - Fisher Investments

Fisher Investments is committed to helping clients achieve their long-term financial goals, and they are seeking to develop the next generation of Investment Counselors through the Investment Counselor - Wealthbuilder role. This entry-level position offers specialized training and mentorship, preparing candidates for a lifelong career in the financial services industry while serving clients and managing their investments. Responsibilities Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and manage client communication while working directly with internal departments to fulfill client operational requests Skills 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 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focus Benefits 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 PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care Company Overview The space to inspire and grow exceptional careers in financial services and tech. It was founded in 2000, and is headquartered in London, GB, with a workforce of 201-500 employees. Its website is