One million success stories. Start yours today.

Financial Consultant

Date Posted: Jun 25, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Gresham Park, Oregon, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 23, 2026

Job Description

Overview

Fisher Investments is seeking a Financial Consultant, specifically an International Investment Counsellor, to service high-net-worth clients in Canada from their office in Camas, WA. This role emphasizes client relationships without the need for prospecting, as the firm operates under a fee-only fiduciary model that aligns compensation with client interests.

Key responsibilities

  • Build and maintain trusting relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocations
  • Educate clients on the firm's portfolio strategy and market events
  • Collaborate with internal teams, including research and sales
  • Gradually build a roster of high-net-worth clients

Required skills

  • CFA Level 1 or higher
  • Series 65 (support provided to obtain upon starting)
  • 4+ years of portfolio management and client relationship experience
  • Bachelor's degree
  • Consultative and client-focused approach

What the company offers

  • Base salary range of $90,000 - $140,000
  • Discretionary bonus based on performance
  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including paid caregiver leave and fertility assistance
  • Potential participation in hybrid work-from-home program

Skills Required

Company Overview

United States of America

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

Google Map

Related Jobs