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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 Dallas, 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 24, 2026
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Job Description

Overview

Fisher Investments is seeking an Entry Level Investment Counselor for their Wealthbuilder program in Dallas, Texas. This role is designed to develop candidates into investment professionals equipped to assist clients in achieving their financial goals through specialized training and hands-on mentorship.

Key responsibilities

  • Collaborate with team members to serve clients and act as a liaison between the Investment Policy Committee and US clients
  • Connect with clients to review asset allocation and ensure alignment with their long-term financial goals
  • Build trusting relationships with clients and educate them on portfolio strategies and market events
  • Manage client communication and coordinate with internal departments to fulfill client 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 approach with a focus on client needs

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and eligible dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including paid caregiver leave and fertility assistance
  • Opportunities for continuous learning and development

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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