Investment Counselor

1 week ago


Plano, Texas, United States Fisher Investments Full time

Fisher Investments seeks an experienced Investment Counselor to join our Private Client Group (PCG) and provide exceptional service to high-net-worth clients. This role offers a unique blend of sales, financial planning, and educational responsibilities.

The Opportunity:

This position presents a lucrative opportunity for professional growth, with uncapped performance-based compensation and the potential to earn well into six figures. You will benefit from ongoing sales coaching, access to internal support teams, and a collaborative work environment.

The Day-to-Day:

As an Investment Counselor, your responsibilities will include partnering with sales professionals to onboard new clients, developing and implementing tailored investment strategies, and educating clients on Fisher's investment philosophy.

Your Qualifications:

We require 3+ years of experience working in financial services, a Series 65 license, and an understanding of capital markets and investment products.

Estimated Salary: $100,000 - $160,000 per year.

Why Choose Fisher Investments:

We prioritize our employees' growth and well-being, offering exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and family support programs.

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