One million success stories. Start yours today.

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Date Posted: Jun 30, 2026
Yearly: £ - £
Apply Now

Job Detail

  • location_on
    Location Catacamas, 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 28, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an Investment Counselor - Wealthbuilder to help clients achieve their long-term financial goals. This entry-level role is designed to develop candidates into licensed financial advisors through specialized training and mentorship, ultimately leading to a position within the Private Client Group.

Key responsibilities

  • Serve clients collaboratively while acting as a liaison between the Investment Policy Committee and US clients
  • Connect with clients to review asset allocations and ensure alignment with their financial goals
  • Build trusting relationships with clients and educate them on portfolio strategies and market events
  • Manage client communications and coordinate with internal departments to 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
  • Consultative approach with a strong client focus

What the company offers

  • $80,000 - $130,000 base salary per year
  • Discretionary bonus based on performance
  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave and fertility assistance
  • Opportunity to participate in a 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

Google Map

Related Jobs