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Investment Counselor (Financial Advisor Alternative)

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

  • location_on
    Location Portarlington, 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 24, 2026
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Job Description

Overview

Fisher Investments is seeking an Investment Counselor to work with a roster of high-net-worth clients in Arlington, Texas. This role focuses on client relationship management and providing exceptional service without the complexities of prospecting, thanks to the firm's specialized approach within the finance industry.

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 progress towards financial goals
  • Collaborate with internal teams including portfolio decision-makers and client service associates
  • Gradually build a roster of high-net-worth clients with the support of the sales team

Required skills

  • 2+ years of experience in client relationship management within the finance industry
  • Series 65 (to be obtained upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a strong 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 week Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Great Place to Work Certification and inclusive culture

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

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