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Financial Consultant

Date Posted: Jun 30, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Catacamas, Washington, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an Investment Counselor in Camas, Washington, to manage a provided roster of high-net-worth clients. This role focuses on building client relationships and delivering top-tier service without the pressure of traditional sales methods, as the firm operates with a fee-only fiduciary model that prioritizes clients' best interests.

Key responsibilities

  • Serve as the primary contact for high-net-worth clients
  • Build and maintain trusting relationships with clients
  • Educate clients on portfolio strategy, investments, and market events
  • Conduct quarterly asset allocation reviews with clients
  • Collaborate with internal teams for comprehensive client support
  • Gradually expand client roster with support from the sales team

Required skills

  • 2+ years of client relationship experience in finance
  • Series 65 (to be obtained upon starting)
  • Bachelor's degree or equivalent experience
  • Consultative approach with client focus
  • Experience in portfolio management and financial analysis

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including paid primary caregiver leave and fertility assistance
  • Opportunities for learning and development
  • Inclusive company culture

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

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

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