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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 30, 2026
Yearly: £ - £

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 28, 2026

Job Description

Overview

As an Investment Counselor at Fisher Investments, you will manage relationships with a roster of high-net-worth clients without the need for prospecting. This role focuses on client service and education regarding investment strategies, supported by a structure that separates sales and service, ensuring alignment with clients' best interests.

Key responsibilities

  • Build and maintain trusting relationships with clients
  • Educate clients on investment strategies and market events
  • Proactively connect with clients quarterly to review asset allocation
  • Collaborate with internal teams for client service and support
  • Gradually develop a roster of high-net-worth clients

Required skills

  • 2+ years of experience in client relationship management within finance
  • Bachelor's degree or equivalent work experience
  • Series 65 license (support provided to obtain upon starting)
  • Consultative selling approach with a client-focused mentality

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 and fertility assistance
  • Hybrid work-from-home program eligibility 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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