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Investment Counselor (Financial Advisor Alternative)

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

Job Detail

  • location_on
    Location Plano, 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

Job Description

Overview

As an Investment Counselor at Fisher Investments, you will be responsible for managing relationships with a roster of high-net-worth clients, ensuring they receive exceptional service and guidance on their investments. This role allows you to focus on client service without the pressures of traditional sales, while leveraging a strong internal support system and training resources to enhance your professional development.

Key responsibilities

  • Build trusting relationships with clients and educate them on portfolio strategies and market events
  • Proactively connect with clients quarterly to review asset allocations and financial goals
  • Collaborate with internal teams to provide clients with top-tier service
  • Gradually build a roster of high-net-worth clients within the first year

Required skills

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

What the company offers

  • 100% paid medical, dental, and vision premiums for you and qualifying 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 an inclusive company culture

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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