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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 26, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Clearwater, 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 24, 2026

Job Description

Overview

As an Investment Counselor at Fisher Investments, you will work with a provided roster of high-net-worth clients, focusing on building trusting relationships and providing exceptional service without the need to prospect. The firm prioritizes a fee-only fiduciary approach to ensure alignment with client interests.

Key responsibilities

  • Build trusting relationships with clients and educate them on investment strategies
  • Proactively connect with clients quarterly to review asset allocation
  • Partner with internal portfolio decision-makers and client service associates
  • Gradually build your roster of high-net-worth clients
  • Report to group manager for guidance on client relationships and career development

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 emphasis on 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 8 weeks Paid Primary Caregiver Leave
  • $10,000 for fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Opportunity for hybrid work from home program based on role and performance

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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