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Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Date Posted: Jun 25, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Portarlington, Texas, 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 23, 2026
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Job Description

Overview

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients achieve their long-term financial goals. This entry-level position offers specialized training to prepare candidates for a rewarding career in the financial services industry, with opportunities to progress into a licensed service role and manage high-net-worth clients.

Key responsibilities

  • Work collaboratively with a team to serve clients
  • Liaise between the Investment Policy Committee and clients
  • Connect with clients to review asset allocations and financial goals
  • Build trusting relationships and educate clients on investment strategies
  • Respond to client communications and manage operational requests

Required skills

  • 1+ years of experience in Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor's degree or equivalent education and experience
  • Required to pass the Series 65 exam
  • Consultative approach with a focus on client needs

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, and fertility assistance
  • Hybrid work from home program eligibility based on role 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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