Wealth Management Counselor

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 :

Compensation :

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 :

Fisher Investments is an equal opportunity employer.