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Investment Counselor - Wealth Builder
Investment Counselor - Wealth BuilderFisher Investments • Portland, OR, United States
Investment Counselor - Wealth Builder

Investment Counselor - Wealth Builder

Fisher Investments • Portland, OR, United States
3 days ago
Job type
  • Full-time
Job description

Are you passionate about helping others achieve their financial dreams? If you're looking to build a rewarding career in financial services, we invite you to explore the Investment Counselor - Wealth Builder role at Fisher Investments.

The Opportunity :

This role serves as a gateway to a fulfilling career in finance, specifically designed to equip you with the skills needed to succeed. Our comprehensive training program provides you with a deep dive into finance and capital markets, ensuring you understand our distinct approach.

Your journey begins with obtaining the Series 65 license, supported by hands-on training from our dedicated team. Even after achieving your license, your learning will continue as you work closely with a mentor to gain practical insights into our technology, client servicing, and operational processes.

This position sets the stage for a licensed service role within our Private Client Group, where your responsibilities and opportunities for advancement will grow as you hit crucial milestones over the first two years. With progress, you may even advance to our Premier Wealth Management team, where you'll manage a portfolio of high-net-worth clients.

Your Daily Responsibilities :

  • Collaborate with colleagues to provide outstanding client service while acting as a liaison with our Investment Policy Committee (IPC) for U.S. clients.
  • Engage with clients to assess their asset allocation and guide them toward achieving their long-term financial goals.
  • Develop meaningful relationships with clients, educating them about our investment strategies and relevant market trends.
  • Handle client communications effectively, coordinating with internal teams to process operational requests.

Your Qualifications :

  • A minimum of 1 year of experience in an Operational, Administrative, Client-Facing, or Financial environment.
  • A Bachelor's degree or an equivalent combination of education and experience.
  • Willingness to obtain the Series 65 license (we provide extensive training and support).
  • A client-focused, consultative approach to building relationships.

    • Compensation :

  • Annual base salary ranges from $80,000 to $130,000, with new hires typically starting at the lower end based on experience.
  • Eligible for a discretionary bonus based on individual and firm performance.

    • Why Fisher Investments :

    We are driven by a shared purpose : to enhance the investment landscape. We pride ourselves on a supportive and inclusive culture and a learning framework tailored for every employee. Additionally, we offer exceptional benefits, including :

  • 100% coverage of medical, dental, and vision premiums for you and your dependents.
  • A 50% match on 401(k) contributions, up to the IRS limit.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Robust family support programs, which include 8 weeks of paid primary caregiver leave and assistance with family forming and hormonal health.
  • This position is based in-office, with potential opportunities for remote work based on performance and tenure, subject to change.

    • Fisher Investments is an equal opportunity employer.

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    Builder • Portland, OR, United States