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Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) (PORTLAND)

Fisher Investments

portland, or, United-States Full-time June 30, 2026
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Opportunity Description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

The Opportunity:

The Investment Counselor – Wealthbuilder 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 licen...

Full-time 27

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