Investment Counselor / Wealthbuilder

Investment Counselors And Wealthbuilders

Required Skills & Experience:

• 1-2 years of industry experience in financial services, wealth management, banking or insurance.
• Bachelors degree (highly preferred but can flex for all stars)
• Great communication skills
• Required to pass the Series 65 (we provide robust training and support once you start)

Nice to Have Skills & Experience:

• Series 65 or any FINRA certifications (Fisher will help you obtain this upon starting)
• Any other Series certifications

Job Description:

Insight Global is looking for multiple Investment Counselors and Wealthbuilders to join their clients team. This 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.

You will be working with $500K-$1 million net worth clients. You will work in a team of 4 to manage 1400 clients. You will have to reach out to those clients at least once a year. 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.