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Wealth Builder: Investment Counselor; Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-07
Listing for:
Fisher Investments
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services firm in Plano, Texas is seeking an Investment Counselor – Wealthbuilder to assist clients in achieving their financial goals. This role involves collaborative work with teams and clients, focused on education and communication around portfolio strategies. Candidates should have a Bachelor’s degree and at least one year of experience in a relevant setting. Exceptional benefits include fully paid premiums for medical, dental, and vision, and a robust training program for the Series 65 certification.
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