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Entry Level Wealth Counsel Jobs (NOW HIRING)

Oxford Dental

Dental hygienist

Salem, OR · On-site

$55 - $60/hr

Whether you are an experienced clinician or an ambitious entry-level graduate looking for the ... Build long-term wealth with an office 401(k) Retirement Plan. Paid Time Off: Accrue both Sick Pay ...

First Horizon Corp.

Credit Analyst

Nashville, TN · On-site

... work product. Entry-level understanding of general bank operations and the commercial lending ... counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 ...

First Horizon Corp.

... work product. Entry-level understanding of general bank operations and the commercial lending ... counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 ...

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Entry Level Wealth Counsel information

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$43K

$146.3K

$211K

How much do entry level wealth counsel jobs pay per year?

As of Sep 11, 2026, the average yearly pay for entry level wealth counsel in the United States is $146,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,500.00 and $190,000.00 per year, depending on experience, location, and employer.

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The most popular types of Wealth Counsel jobs are:

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Entry Level Wealth Counsel jobs near you
Infographic showing various Entry Level Wealth Counsel job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, 32% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $146,280 per year, or $70.3 per hour.

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Tampa, FL • Hybrid

Fisher Investments
Commercial Banking • 1 - 5K employees
Learn more about Fisher Investmentsexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job 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.

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 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.


The Day-to-Day:

  • 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

Your Qualifications:

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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