Wealthbuilder Investment Counselor (Series 65 Prep)
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Fisher Investments in the United States seeks an Investment Counselor - Wealthbuilder to train and develop into a licensed service professional within our Private Client Group. The role emphasizes client engagement, asset allocation reviews, and a deep dive into our top-down portfolio approach. Initial focus on earning the Series 65 with hands-on coaching. Opportunities expand with milestones toward managing high-net-worth client rosters within our Premier Wealth Management team, with an #J-18808-Ljbffr Jobtome
Vacancy posted 2 days ago
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