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Investment Counselor (Financial Advisor Alternative)

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

  • location_on
    Location Dallas, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an Investment Counselor to manage a provided roster of high-net-worth clients. This role focuses on building relationships and educating clients about investment strategies without the pressure of traditional sales roles, as Fisher operates as a fee-only fiduciary firm.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategies and market events
  • Proactively connect with clients quarterly to review their asset allocation and financial goals
  • Collaborate with internal teams to provide optimal service and support for clients

Required skills

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

What the company offers

  • 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 primary caregiver leave and 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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