One million success stories. Start yours today.

Investment Counselor (Financial Advisor Alternative)

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

Job Detail

  • location_on
    Location Vancouver, 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
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an Investment Counselor to manage a roster of high-net-worth clients in Vancouver, Washington. This role offers the unique opportunity to focus on client relationships without the typical duality of sales and service roles found in financial advisory positions.

Key responsibilities

  • Build and maintain trusting relationships with clients.
  • Educate clients on portfolio strategy, investments, and market events.
  • Connect with clients quarterly to review asset allocation and financial goals.
  • Collaborate with internal teams including portfolio decision-makers and client service associates.
  • Gradually build a roster of clients with the support of the sales team.

Required skills

  • 2+ years of experience in client relationship management within the finance industry.
  • Bachelor's degree or equivalent work experience.
  • Ability to obtain Series 65 license.
  • Consultative approach with emphasis on client focus.

What the company offers

  • Base salary between $85,000 - $135,000 per year.
  • 100% paid medical, dental, and vision premiums for employees and 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 and $10,000 for 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

Google Map

Related Jobs