Client Investment Counselor

Join our esteemed firm as a Client Investment Counselor, where you will work with a roster of high-net-worth clients and leave behind the burdens of traditional prospecting. At Fisher Investments, we have been dedicated to enhancing the financial landscape since 1995 with a unique client-focused approach. In this role, you won't have to juggle multiple responsibilities typical of a conventional financial advisor.

The Opportunity :

As a Client Investment Counselor, you will be the representative of Fisher Investments for our clients in the United States. Collaborate closely with our portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional service. Our commitment as a fee-only fiduciary firm ensures that our compensation structure is in line with our clients' best interests—no commissions involved. Through our comprehensive training program, you'll gain expertise in our unique investment strategies while enjoying personalized mentorship from your group manager, who brings valuable experience to assist you in building durable client relationships.

Your Day-to-Day Responsibilities :

• Serve as the core of our Private Client Group, fostering trust and educating clients about our top-down portfolio strategy and market events.
• Engage proactively with clients on a quarterly basis to assess asset allocations and ensure a clear path toward their long-term financial goals.
• Leverage our sales team to build and expand your roster of high-net-worth clients during your first year.

Your Qualifications :

Compensation :

Why Fisher Investments?

We are driven by a significant mission : to enhance the investment universe. Our inclusive culture, personalized learning and development frameworks, and Great Place to Work Certification are just a few reasons to join our team. We value our employees and offer outstanding benefits such as :

Fisher Investments is an equal opportunity employer.