Investment Counselor

1 week ago


Plano, Texas, United States Fisher Investments Full time
Investment Counselor Role Description

Fisher Investments is seeking an Investment Counselor to join our team. As an Investment Counselor, you will serve as the short-term point of contact for high-net-worth clients and be responsible for welcoming and onboarding new clients by applying your financial planning knowledge and consultative approach.

This is a lucrative professional-level role within our Private Client Group (PCG), where you will work closely with sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments. Your responsibilities will include helping bring in new assets through client referrals, educating clients on Fisher's investment philosophy, and aligning our portfolio strategy with clients' goals.

**Key Responsibilities:**

  • Partner with sales professionals to onboard new clients
  • Help bring in new assets through client referrals
  • Educate clients on Fisher's investment philosophy
  • Align portfolio strategy with clients' goals

**Requirements:**

  • 3+ years experience working in financial services
  • Hold Series 65 license or required upon hire
  • Understanding of capital markets and investment products
  • Manage complexity in a high volume environment

**Salary:** The estimated salary range for this role is $140,000 - $190,000 per year, depending on experience.

Fisher Investments offers a comprehensive benefits package, including:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs, including 8 week Paid Primary Caregiver Leave


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