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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 24, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Garland, 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 23, 2026

Job Description

Overview

As an Investment Counselor at Fisher Investments, you will serve a roster of high-net-worth clients without the need for prospecting, focusing instead on providing exceptional service and support. Your role will include collaborating with internal teams to deliver tailored investment strategies and maintain strong client relationships within a fee-only fiduciary framework.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategies
  • Proactively connect with clients quarterly to review asset allocation
  • Collaborate with internal portfolio decision-makers and client service teams
  • Gradually build a roster of high-net-worth clients within the first year

Required skills

  • 2+ years of client relationship experience in finance
  • Series 65 certification (to be obtained upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative sales approach with 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 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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