Jobs via eFinancialCareers · 4 weeks ago
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) - Fisher Investments
Camas, WA
Full-time
Hybrid
Entry Level
$80K/yr - $130K/yr
1+ years expFisher Investments is committed to helping clients achieve their long-term financial goals, and they are seeking to develop the next generation of Investment Counselors through the Investment Counselor - Wealthbuilder role. This entry-level position offers specialized training and mentorship, preparing candidates for a lifelong career in the financial services industry while serving clients and managing their investments.
Financial Services
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
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
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase