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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 Vancouver, Washington, 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 passionate individuals for the Investment Counselor - Wealthbuilder role, designed to prepare candidates for a career in financial services. This entry-level position offers specialized training and mentorship, with a pathway to managing high-net-worth clients in the future.

Key responsibilities

  • Collaborate with the team to serve clients at a team level
  • Connect with clients to review their asset allocation
  • Build trusting relationships with clients and educate them on portfolio 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
  • Consultative selling and client communication skills

What the company offers

  • Base salary ranging from $80,000 to $130,000 per year
  • Discretionary bonus based on firm and individual performance
  • 100% paid medical, dental and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days PTO, plus 10 paid holidays
  • Family Support programs including Paid Primary Caregiver Leave and fertility assistance
  • Potential opportunity for hybrid work from home program

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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