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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 23, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Portland, 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 23, 2026

Job Description

Overview

Fisher Investments is seeking an Investment Counselor to serve a roster of high-net-worth clients in the United States. In this role, you will collaborate with various internal teams to provide top-notch service, all while focusing on the best interests of clients without the pressures of sales commissions. Your primary responsibility will be to build and maintain trusting relationships with clients, guiding them through their investment journeys.

Key responsibilities

  • Build trusting relationships with clients and educate them on investment strategies
  • Proactively connect with clients to review asset allocation and financial goals
  • Collaborate with internal teams to ensure excellent client service
  • Gradually build a roster of high-net-worth clients within the first year

Required skills

  • 2+ years of client relationship experience in the finance industry
  • Series 65 certification (assistance provided upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a focus on client needs

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 paid caregiver leave and fertility assistance
  • Exceptional learning and development framework
  • Inclusive company culture with Great Place to Work Certification

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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