RemoteWorker US
Join to apply for the
Financial Consultant
role at
RemoteWorker US 13 minutes ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
RemoteWorker US Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting Bachelor’s degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Seniority level
Seniority level Internship Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at RemoteWorker US by 2x Sign in to set job alerts for “Financial Consultant” roles.
Associate Wealth Advisor - Schwab Wealth Advisory
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas
Dallas-Fort Worth Metroplex $80,000.00-$90,000.00 1 day ago Audit (Business and Finance) | Analyst | Dallas
North Richland Hills, TX $55,000.00-$75,000.00 2 weeks ago Addison, TX $130,000.00-$140,000.00 10 hours ago Executive Director, Family Office Resources Generalist
Dallas, TX $27,550.00-$125,000.00 2 days ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Investment Consultant- International Client Development Team
Senior Regional Manager, Schwab Wealth Advisory
Dallas, TX $150,000.00-$150,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Consultant
role at
RemoteWorker US 13 minutes ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
RemoteWorker US Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting Bachelor’s degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Seniority level
Seniority level Internship Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at RemoteWorker US by 2x Sign in to set job alerts for “Financial Consultant” roles.
Associate Wealth Advisor - Schwab Wealth Advisory
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas
Dallas-Fort Worth Metroplex $80,000.00-$90,000.00 1 day ago Audit (Business and Finance) | Analyst | Dallas
North Richland Hills, TX $55,000.00-$75,000.00 2 weeks ago Addison, TX $130,000.00-$140,000.00 10 hours ago Executive Director, Family Office Resources Generalist
Dallas, TX $27,550.00-$125,000.00 2 days ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Investment Consultant- International Client Development Team
Senior Regional Manager, Schwab Wealth Advisory
Dallas, TX $150,000.00-$150,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr