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Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Date Posted: Jun 23, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Gresham Park, Oregon, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026
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Job Description

Overview

The Investment Counselor - Wealthbuilder role at Fisher Investments is designed to develop entry-level candidates into knowledgeable professionals in the financial services industry. This position offers specialized training and direct mentorship to help candidates obtain the required Series 65 license and understand the company's investment strategies and client servicing methods.

Key responsibilities

  • Collaborate with team members to serve clients at a team level
  • Act as a liaison between the Investment Policy Committee and US clients
  • Review client asset allocation and ensure alignment with long-term financial goals
  • Build trusting relationships with clients and educate them on investment strategies
  • Manage client communication and fulfill operational requests

Required skills

  • 1+ years of experience in an operational, administrative, client-facing, or finance setting
  • Bachelor's degree or equivalent combination of education and experience
  • Ability to pass the Series 65 license
  • Strong consultative approach with a client focus

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 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
  • Opportunity to participate in a hybrid work from home program based on role, tenure, and performance

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

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