One million success stories. Start yours today.

Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 25, 2026
Yearly: £ - £
Apply Now

Job Detail

  • location_on
    Location Catacamas, 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 23, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an Investment Counselor to manage a roster of high-net-worth clients, emphasizing a fee-only fiduciary approach. The role focuses on building relationships and providing clients with top-tier service, supported by internal teams and a robust training program.

Key responsibilities

  • Build trusting relationships with clients and educate them on investment strategies
  • Proactively connect with clients quarterly to review asset allocation and financial goals
  • Collaborate with internal teams to ensure the best client service
  • Gradually build a client roster with support from the sales team

Required skills

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

What the company offers

  • Base salary range of $85,000 - $135,000
  • Discretionary bonus based on performance
  • 100% paid medical, dental, and vision premiums for employees and 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
  • Potential eligibility for hybrid work from home program

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