Wealth Management Consultant

Are you driven by a desire to help others achieve their financial dreams? If so, we have a fantastic opportunity for you! At Fisher Investments, we are eager to nurture the next generation of Investments Counselors through our Wealthbuilder program.

The Opportunity :

The Wealthbuilder position is crafted to equip motivated individuals for a fulfilling career in the financial services industry. Our comprehensive training at Fisher Investments offers an advanced education in finance and capital markets, helping you build a strong foundation and understand our distinctive methodology.

Your journey will begin with obtaining the Series 65 license, supported by hands-on training from our dedicated team. Even after receiving your license, the learning continues. You will be paired with a mentor to deepen your knowledge of our technology, platforms, and client service practices.

This role serves as a launching pad to a licensed service position within our Private Client Group. As you meet key milestones in your first two years, you will unlock new responsibilities, including the potential to ascend to our Premier Wealth Management team, where you will manage your own roster of high-net-worth clients.

The Day-to-Day :

• Collaborate with your team to serve clients collectively while acting as a vital link to our Investment Policy Committee (IPC).
• Engage with clients to assess their asset allocation and ensure alignment with their long-term financial aspirations.
• Cultivate trusting relationships with clients, educating them on our top-down portfolio strategy, their investments, and significant market developments.
• Handle client communications and coordinate with internal teams to meet client operational requests.

Your Qualifications :

Why Fisher Investments :

We are on a mission to enhance the investment landscape, taking pride in our inclusive culture and our tailored learning and development framework for every employee. Our commitment to our people underscores our Great Place to Work Certification. We prioritize the well-being of our team members, offering exceptional benefits such as :

Fisher Investments is proud to be an equal opportunity employer.