One million success stories. Start yours today.

Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 30, 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 28, 2026

Job Description

Overview

As an Investment Counselor at Fisher Investments, you will manage a portfolio of high-net-worth clients, fostering strong relationships and guiding them with a consultative approach. This role emphasizes a separation of sales and client service, allowing you to focus solely on client needs without the pressure of prospecting.

Key responsibilities

  • Build trusting relationships with clients and educate them on investment strategies
  • Connect proactively with clients quarterly to review asset allocations
  • Work closely with internal teams to provide exceptional client service
  • Gradually build your client roster with support from the sales team

Required skills

  • 2+ years of client relationship management within the finance industry
  • Series 65 (Fisher Investments will assist in obtaining)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with an emphasis on client focus

What the company offers

  • 100% paid medical, dental, and vision premiums for you 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 of Paid Primary Caregiver Leave
  • $10,000 fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Inclusive culture with learning and development opportunities

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

Google Map

Related Jobs