Wealth Builder: Investment Counselor
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Fisher Investments is seeking an Investments Counselor - Wealthbuilder to help clients reach long-term financial goals. You will start with Series 65 training and hands-on mentoring, then progress toward licensed service roles within Private Client Group. You will review client asset allocations, discuss top-down portfolio strategy, and educate clients on markets while coordinating with IPC and internal teams. This in-office role may offer a hybrid option based on tenure and performance. #J-18808-Ljbffr Jobtome
Vacancy posted 1 day ago
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