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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 Portland, 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 23, 2026
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Job Description

Overview

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to support clients in achieving their long-term financial goals. This entry-level role is designed to set the foundation for a career in financial services, providing specialized training and the opportunity to work closely with clients and seasoned professionals.

Key responsibilities

  • Collaborate with team members to serve clients effectively
  • Act as a liaison between the Investment Policy Committee and US clients
  • Connect with clients to review asset allocations towards their financial goals
  • Build trusting relationships and educate clients on investment strategies
  • Manage client communications 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 exam
  • Client-focused consultative approach

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 paid primary caregiver leave and assistance with family forming and hormonal health

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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