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Wealthbuilder Investment Counselor - Trainee

Job in Town of Texas, Marathon County, Wisconsin, USA
Listing for: Fisher Investments
Apprenticeship/Internship position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Town of Texas

Fisher Investments in Wisconsin is seeking an Investment Counselor
- Wealthbuilder to support clients in reaching long-term financial goals. You will begin with Series 65 training, then work with a mentor to deepen product knowledge and client service capabilities.

As you progress, opportunities may expand into more senior private client roles, managing a roster of high-net-worth clients and potentially joining Premier Wealth Management. This is an in-office role with potential hybrid options.

This role is for the Wealthbuilder Investment Counselor
- Trainee role at Fisher Investments.

We have an opening for a Wealthbuilder Investment Counselor
- Trainee in Town of Texas, WI, United States within Finance, Sales.

This role, Wealthbuilder Investment Counselor
- Trainee at Fisher Investments, could be your next move.

Are you ready to take on the Wealthbuilder Investment Counselor
- Trainee role at Fisher Investments?

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