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Financial Counselor

Date Posted: Jun 23, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Portarlington, Texas, 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
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Job Description

Overview

Fisher Investments is seeking a Financial Counselor to manage a roster of high-net-worth clients, emphasizing sales and client service separation. This role involves collaborating with various internal teams to provide exceptional service and advice aligned with clients' financial goals.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategy and market events
  • Proactively connect with clients quarterly to review asset allocation
  • Collaborate with the sales team to gradually build a roster of high-net-worth clients

Required skills

  • 2+ years of experience in client relationship management within the finance industry
  • Series 65 license (to be obtained upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a strong emphasis on client focus

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 8 week Paid Primary Caregiver Leave
  • $10,000 fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Opportunity to participate in a hybrid work from home program based on role, tenure, and performance

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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