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Financial Counselor

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

  • location_on
    Location Gresham Park, Oregon, 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 work with a roster of high-net-worth clients, focusing on client relationships without the typical sales pressure of a Financial Advisor. This role emphasizes collaboration with internal teams to deliver optimal service and requires a consultative approach to financial planning.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategies and market events
  • Proactively connect with clients quarterly to review asset allocation and financial goals
  • Work alongside the sales team to develop a roster of high-net-worth clients
  • Assist in client relationship navigation with support from the group manager

Required skills

  • 2+ years of experience in client relationship management within the finance industry
  • Series 65 (to be obtained upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with 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 the 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
  • Opportunity to participate in hybrid work from home program based on role 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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