Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder role.
The Opportunity:
The Investment Counselor Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Your Qualifications:
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative) • Tampa, FL, United States
Investment Counselor Wealthbuilder.Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to de... Show more
Wholesale Relationship Administrator.Partners with one or more Bankers to proactively grow and maintain all aspects of the client relationship while ensuring alignment with Wholesale Banking deposi... Show more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr... Show more
Licensed Professional Counselor (LPC).Licensed Professional Counselor — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insurance with ease, in... Show more
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL.Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) Experience level: Associate Exp... Show more
Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run ou... Show more
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join ... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success.They value diversity and offer a broad spectrum of career opportunities,... Show more
Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market.They need a seasoned professional to leverage their own internal & external net... Show more
Schwab Wealth Advisory Opportunity.At Schwab, you're empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients... Show more
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services.At Sequoia, we exist with a sin... Show more
International Investment Counselor.Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor ... Show more
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? The O... Show more
Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat... Show more
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more
Financial Professional Opportunity.Financial Professional to join our team in the Tampa Bay area to work plan sponsor relationships in the education market.This position will be responsible for 403... Show more
International Investment Counsellor.Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Inves... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
