One million success stories. Start yours today.

Financial Counselor

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

Job Detail

  • location_on
    Location Vancouver, 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
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking a Financial Counselor to manage a provided roster of high-net-worth clients. In this role, you'll serve as the primary point of contact, collaborating with internal teams to ensure clients receive exceptional service while adhering to a fee-only fiduciary model.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategies and market events.
  • Proactively connect with clients quarterly to review asset allocations and financial goals.
  • Work alongside sales teams to gradually expand your client roster.

Required skills

  • 2+ years of experience in client relationship management within the finance industry.
  • Series 65 license (support provided to obtain upon starting).
  • Bachelor's degree or equivalent work experience.
  • Strong consultative approach with a client focus.

What the company offers

  • Base salary range of $85,000 - $135,000, dependent on experience.
  • Discretionary bonus based on 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 paid caregiver leave and fertility assistance.

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

Google Map

Related Jobs