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Financial Counselor

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 a Financial Counselor to assist clients in achieving their long-term financial goals. This role is part of the Investment Counselor - Wealthbuilder program, designed to prepare candidates for a career in the financial services industry through specialized training and mentorship.

Key responsibilities

  • Serve clients collaboratively at a team level and connect with them to review asset allocation
  • Build trusting relationships with clients and educate them on investment strategies
  • Respond to and manage client communication while fulfilling operational requests
  • Work directly with internal departments to support client needs
  • Obtain the Series 65 license and participate in ongoing training and mentorship

Required skills

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor's degree or equivalent combination of education and experience
  • Ability to pass the Series 65
  • Client-focused consultative approach

What the company offers

  • Base salary of $80,000 - $130,000 per year
  • Discretionary bonus based on firm and individual performance
  • 100% paid medical, dental and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Opportunity for 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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