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Investment Counselor (Financial Advisor Alternative)

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

  • location_on
    Location Garland, 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 roster of high-net-worth clients in Garland, Texas. This role focuses on relationship management and advising clients on their investment strategies without the traditional sales pressures associated with typical financial advisory roles.

Key responsibilities

  • Build trusting relationships with high-net-worth clients
  • Educate clients on portfolio strategies and market events
  • Proactively connect with clients quarterly to review asset allocations
  • Collaborate with internal teams to provide optimal client service
  • Gradually build your roster of clients with support from the sales team

Required skills

  • 2+ years of client relationship experience in finance
  • Series 65 (support provided to obtain)
  • Bachelor's degree or equivalent work experience
  • Strong consultative approach with client focus

What the company offers

  • 100% paid medical, dental and vision premiums for employees and qualifying dependents
  • 50% 401(k) match up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks of paid primary caregiver leave and $10,000 for fertility and family forming assistance
  • Inclusive culture with a commitment to learning and development

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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