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Fisher Investments · 18 hours ago

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Tampa, FL

Full-time

Hybrid

Entry Level

1+ years exp

Fisher Investments is dedicated to helping clients reach their long-term financial goals, and they are seeking to develop the next generation of Investment Counselors. This role provides specialized training and the opportunity to build a career in the financial services industry, focusing on client relationships and financial education.

Financial Services

Comp. & Benefits

Responsibilities

Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients

Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals

Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events

Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Qualification

Series 65Client-Facing ExperienceFinance KnowledgeConsultative ApproachOperational Experience

Required

1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting

Bachelor's degree or equivalent combination of education and experience required

Required to pass the Series 65 (we provide robust training and support once you start)

A thoughtful consultative approach with an emphasis on client focus

Benefits

100% paid medical, dental and vision premiums for you and your qualifying dependents

A 50% 401(k) match, up to the IRS maximum

20 days of PTO, plus 10 paid holidays

Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care