Investment Counselor

About the role

Join Fisher Investments as an Investment Counselor and become the primary point of contact for a portfolio of high‑net‑worth clients. You will receive in‑depth training on U.S. financial markets and work within a fee‑only fiduciary firm that aligns compensation with client interests.

Key responsibilities

• Build trusting relationships with private‑client group members, educate them on top‑down portfolio strategy, investments and market events.
• Proactively connect with clients quarterly to review asset allocation and ensure progress toward long‑term financial goals.
• Collaborate with internal portfolio decision‑makers, research teams, client service associates and the sales team to deliver best‑in‑class service.

Required profile

• Minimum 2 years experience building client relationships and instilling trust.
• Bachelor’s degree or equivalent work experience.
• Series 65 eligibility (company will assist with licensing).
• Valid passport for travel to take the Series 65 exam.
• Proficient written and verbal English (C1 level or above).
• Passionate about global financial markets and a consultative, client‑focused approach.

What we offer

• 100 % paid premiums for a top‑tier supplemental healthcare plan (medical, dental, vision) for employees and qualified dependents.
• Generous retirement contributions with company match up to 6 % of base salary.
• Employer‑paid $10,000 life‑insurance policy.
• 15 days annual leave plus up to 10 paid holidays.
• Employee Assistance Program and wellbeing services.
• $10,000 fertility, hormonal health and family‑forming benefit.
• Collaborative environment with ongoing training, educational support and appreciation events.