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Financial Counselor

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

Job Detail

  • location_on
    Location Dallas, 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

Fisher Investments is seeking a Financial Counselor to serve high-net-worth clients in Canada from their U.S. office in Plano, TX. This role focuses on building trusting relationships and educating clients on investment strategies without requiring prospecting, allowing you to concentrate on client service and portfolio management.

Key responsibilities

  • Build and maintain trusting professional relationships with Canadian clients
  • Engage proactively with clients on a quarterly basis to review asset allocations
  • Educate clients on portfolio strategies, market events, and competitive landscapes
  • Collaborate with internal teams to enhance client service and decision-making

Required skills

  • CFA (any level) and Series 65 certification
  • 4+ years of experience in portfolio management and client relationship building
  • Bachelor's degree
  • Strong consultative approach with a focus on client needs

What the company offers

  • 100% paid medical, dental and vision premiums for you 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

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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