Job Description

Are you passionate about helping others achieve their financial objectives? Are you eager to build a career guiding clients toward their long-term financial goals? Join Fisher Investments as an Entry Level Investment Counselor - Wealth Management Alternative!

About the Opportunity:

This role is your gateway to a fulfilling career in the financial services industry. At Fisher Investments, we offer specialized training to equip you with a comprehensive understanding of finance and capital markets through a unique approach.

Your journey begins with obtaining the Series 65 license, supported by hands-on training from our dedicated team. Even after acquiring your license, your development continues as you work closely with a mentor, learning about our technology, platforms, and client service methodologies.

This position serves as a stepping stone to a licensed role within our Private Client Group. As you achieve key milestones in your first two years, you'll gain additional responsibilities, including the potential to manage your own roster of high-net-worth clients within our Premier Wealth Management team.

Your Daily Responsibilities:

• Collaborate with your team to serve clients, acting as the liaison between our Investment Policy Committee (IPC) and clients in the U.S.
• Engage with clients to review their asset allocation, ensuring alignment with their long-term financial goals.
• Build trusted relationships by educating clients on our top-down portfolio strategy, their investments, and significant market events.
• Manage client communications efficiently, working alongside internal departments to fulfill operational requests.

Your Qualifications:

• 1+ years of experience in an operational, administrative, client-facing, or finance role.
• Bachelor's degree or a combination of education and relevant experience.
• Willingness to pass the Series 65 exam (we provide extensive training and support).
• A consultative approach with a strong emphasis on client satisfaction.

Why Join Fisher Investments?

We are driven by a greater purpose: to improve the investment landscape. Our inclusive culture, customized learning, and development framework make us a certified Great Place to Work. We genuinely invest in our people by offering outstanding benefits, including:

• 100% coverage of medical, dental, and vision premiums for you and eligible dependents.
• A generous 50% 401(k) match, up to the IRS maximum.
• 20 days of paid time off (PTO), in addition to 10 paid holidays.
• Family support programs, including an 8-week paid primary caregiver leave, up to $10,000 in fertility and family planning assistance, and back-up care for children, adults, and elders.
• This position operates from our office, with potential eligibility for our hybrid work-from-home program, depending on role, tenure, and performance.

Fisher Investments is an equal opportunity employer.

Job Tags

Similar Jobs