Investment Counselor

2 weeks ago

Texas City, TX, United States Fisher Investments Full time

Are you passionate about helping others achieve their financial goals? Join Fisher Investments as we cultivate our next generation of Investment Counselors in the Wealthbuilder role

The Opportunity:

This entry-level position is designed to pave your path for a rewarding career in the financial services sector. At Fisher Investments, you'll benefit from a specialized training program that provides a comprehensive education in finance and capital markets, setting the groundwork for understanding our distinctive approach.

Your journey begins with obtaining the Series 65 license, complemented by hands-on training from our dedicated team. Even after becoming licensed, you’ll continue to grow through mentorship while learning the technologies and platforms we use to support our clients effectively.

This role serves as a launching pad to a licensed service position within our Private Client Group. As you achieve significant milestones in your first two years, you’ll have opportunities to take on additional responsibilities, potentially leading to a position on our Premier Wealth Management team where you will manage high-net-worth clients.

Your Day-to-Day Responsibilities:

  • Collaborate with your team to serve clients while acting as the liaison between our Investment Policy Committee (IPC) and US clients.
  • Engage with clients to assess their asset allocations and ensure alignment with their long-term financial objectives.
  • Foster trusting relationships with clients, educating them on our top-down portfolio strategy and significant market developments.
  • Manage client communications and coordinate with internal departments to address operational requests.

Your Qualifications:

  • At least 1 year of experience in an Operational, Administrative, Client-Facing, or Finance environment.
  • Bachelor's degree or an equivalent combination of education and experience.
  • Must be willing to pass the Series 65 exam (comprehensive training and support provided).
  • A client-focused approach with a consultative mindset.

Why Fisher Investments?

We strive for a greater purpose: enhancing the investment landscape. We take great pride in our inclusive culture and personalized development framework for every employee, earning us the Great Place to Work Certification. Our employees are our greatest asset, and we invest in them through exceptional benefits:

  • 100% covered medical, dental, and vision premiums for employees and eligible dependents.
  • 50% match on 401(k) contributions, up to the IRS maximum.
  • 20 days of PTO, plus 10 paid holidays.
  • Family support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility and family planning assistance, and backup care for children, adults, and elders.
  • This is an in-office position, with potential eligibility for our hybrid work-from-home program based on role, tenure, and performance.

Fisher Investments is an equal opportunity employer.

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