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Financial Consultant

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

  • location_on
    Location Vancouver, 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 a Financial Consultant, or Investment Counselor, to manage a roster of high-net-worth clients. This role emphasizes client service over sales, allowing consultants to focus on building relationships and providing tailored investment strategies within a supportive firm environment.

Key responsibilities

  • Build trusting relationships with clients and educate them on investment strategies
  • Proactively connect with clients quarterly to review asset allocations
  • Rely on sales team support to build and expand a client roster
  • Collaborate with internal teams for optimal client service

Required skills

  • 2+ years of client relationship experience in finance
  • Series 65 (will assist in obtaining)
  • Bachelor's degree or equivalent work experience
  • Strong consultative approach with client focus

What the company offers

  • Base salary range of $85,000 - $135,000 depending on experience
  • 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
  • In-office role with potential hybrid work from home program

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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