One million success stories. Start yours today.

Investment Counselor (Financial Advisor Alternative)

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

Job Detail

  • location_on
    Location Melpattampakkam, Florida, 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
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an Investment Counselor in Tampa, Florida to manage a provided roster of high-net-worth clients. This role emphasizes relationship-building and education, allowing the candidate to focus solely on client service rather than sales.

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
  • Collaborate with internal teams including portfolio decision-makers and client service associates

Required skills

  • 2+ years of client relationship management experience in the finance industry
  • Series 65 licensing (to be obtained upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a 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 primary 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