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Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Date Posted: Jun 26, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Saint Petersburg, Florida, 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 24, 2026
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Job Description

Overview

The Investment Counselor - Wealthbuilder role at Fisher Investments is designed for individuals interested in starting a career in the financial services industry. Candidates will receive specialized training, including obtaining the Series 65 license and further development through mentorship, to prepare for a client-facing role managing financial goals for high-net-worth clients.

Key responsibilities

  • Work collaboratively with team members to serve clients.
  • Act as a liaison between the Investment Policy Committee and US clients.
  • Connect with clients to review asset allocation and ensure alignment with their financial goals.
  • Build trusting relationships and educate clients on investment strategies and market events.
  • Respond to and manage client communications while working with internal departments.

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 obtain the Series 65 license.
  • Consultative approach with an emphasis on 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 weeks Paid Primary Caregiver Leave and financial assistance for family forming and hormonal health.
  • Opportunity to participate in a hybrid work from home program subject to change.

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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