Investment Counselor

Are you ready to enhance the investment experience for high-net-worth clients? Join us as an Investment Counselor at Fisher Investments, where you can make a real impact without the hassle of constant prospecting. Since our inception in 1995, we've dedicated ourselves to providing a unique, fee-only investment approach tailored to our private clients.

The Opportunity :

In this role, you will serve as the primary contact for our esteemed clients across the United States. Collaborate closely with our expert portfolio managers, research teams, and client service associates to deliver unparalleled service. At Fisher Investments, our compensation structure is designed to align with our clients' best interests, ensuring you focus on their needs without the pressure of commissions. Our comprehensive training program will equip you with in-depth knowledge of our firm’s distinctive methods, and your group manager will support your personal career development.

Your Day-to-Day Responsibilities :

• Become an integral part of our Private Client Group, fostering trust and strong relationships with clients while educating them on our investment strategies and market developments.
• Engage proactively with clients on a quarterly basis to assess their asset allocation and ensure alignment with their financial aspirations.
• Collaborate with our sales team to progressively expand your roster of high-net-worth clients within your first year.

What You Bring :

Compensation :

Why Choose Fisher Investments?

We strive for a greater purpose : improving the investment landscape. Our inclusive culture, personalized learning and development programs, and Great Place to Work certification make us stand out. We believe in investing in our employees through excellent benefits, including :

Fisher Investments is proud to be an equal opportunity employer.