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Financial Counselor

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

Job Detail

  • location_on
    Location Plano, 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 28, 2026

Job Description

Overview

As a Financial Counselor at Fisher Investments, you will service high-net-worth clients in Canada from the United States. This role emphasizes a client-focused approach, allowing you to collaborate closely with internal teams without the pressure of prospecting for new clients.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy, investments, and market events
  • Collaborate with sales team to gradually build a roster of high-net-worth clients

Required skills

  • CFA (any level)
  • Series 65 certification (provided upon starting)
  • 4+ years of portfolio management experience
  • Experience in client relationship building
  • Bachelor's degree

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 weeks Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Inclusive culture and customized learning and development framework

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

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