Wealth Management Counselor
7 days ago
Are you passionate about helping others achieve their financial goals? Do you aspire to build a fulfilling career in finance? At Fisher Investments, we invite you to apply for our Wealth Management Counselor role, which is designed to nurture the next generation of investment professionals.
The Opportunity:
This role prepares you for a long-term career in the financial services industry. Through our specialized training program, you will receive a comprehensive education in finance and capital markets tailored to our unique approach. Your journey will start by attaining the Series 65 license, supplemented by hands-on training from our dedicated team. After obtaining the license, your training continues as you work closely with a mentor to enhance your understanding of the technology and platforms we utilize to provide exceptional service to our clients.
This position serves as an entry point to a licensed service role within our Private Client Group. As you reach key milestones within the first two years, you will have opportunities to take on additional responsibilities, potentially advancing to our Premier Wealth Management team where you will manage your own portfolio of high-net-worth clients.
Your Daily Responsibilities:
- Collaborate with your team to serve clients effectively while acting as a liaison with our Investment Policy Committee (IPC).
- Engage with clients to review their asset allocation and ensure alignment with their long-term financial objectives.
- Establish trust with clients and educate them about our top-down portfolio strategy, their investments, and significant market developments.
- Manage client communications and coordinate with internal departments to address client operational requests.
Your Qualifications:
- Minimum of 1 year of experience in an operational, administrative, client-facing, or finance setting.
- Bachelor's degree or an equivalent combination of education and experience required.
- Must be able to pass the Series 65 exam (we provide extensive training and support).
- A consultative approach with a strong emphasis on client care.
Compensation:
- Base salary of $80,000 - $130,000 per year. Starting salaries typically align with experience.
- Potential for discretionary bonus based on individual and firm performance.
Why Choose Fisher Investments:
At Fisher Investments, we are driven by a bigger purpose: to improve the investment landscape. Our inclusive culture, tailored learning and development framework, and our Great Place to Work Certification highlight our commitment to our employees. We invest significantly in our team by offering outstanding benefits such as:
- 100% paid medical, dental, and vision premiums for you and your eligible dependents.
- A 50% matching contribution to your 401(k), up to the IRS maximum.
- 20 days of paid time off plus 10 paid holidays.
- Family support programs, including 8 weeks of paid primary caregiver leave, $10,000 in fertility and family planning assistance, and backup care for children, adults, and seniors.
- This is an in-office role, with the possibility of participating in our hybrid work-from-home program based on your position, tenure, and performance eligibility.
Fisher Investments is an equal opportunity employer.
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