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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 29, 2026
Yearly: £ - £
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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 28, 2026
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Job Description

Overview

As an Investment Counselor at Fisher Investments, you will manage a roster of high-net-worth clients, partnering with internal teams to provide top-notch service and investment advice. This role avoids the traditional sales pressures associated with financial advisory, offering a supportive environment focused on client relationships and fiduciary principles.

Key responsibilities

  • Build trusting relationships with clients and educate them about investment strategies and market events
  • Proactively connect with clients on a quarterly basis to review asset allocation
  • Collaborate with internal portfolio decision-makers and support teams to enhance client service
  • Gradually build a roster of high-net-worth clients within the first year
  • Navigate client relationships with guidance from experienced managers

Required skills

  • 2+ years of client relationship experience in the finance industry
  • Series 65 certification (will be provided upon starting)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a strong client focus

What the company offers

  • $85,000 - $135,000 base salary per year
  • 100% paid medical, dental and vision premiums for you and your 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
  • $10,000 fertility and family forming assistance
  • Opportunity to participate in a hybrid work from home program based on role and performance

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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