Financial Counselor

Financial Counselor Fisher Investments Investment Management 33646 Tampa, FL - USA Manager / Team Leader Show compensation Hybrid Apply now Save position Experteer Overview As an Investment Counselor at Fisher Investments, you act as the client-facing voice for a roster of high-net-worth clients within the Private Client Group. You collaborate with portfolio decision-makers, research teams, client service associates, and the sales force to deliver exceptional service aligned with our fee-only fiduciary model. You educate clients on top-down portfolio strategy and market events, while maintaining proactive quarterly asset-allocation reviews. This role offers a structured career path and strong development through our training program, with meaningful impact on client outcomes and firm mission.

Compensation / Benefits

100% paid medical, dental and vision premiums for you and qualifying dependents 50% 401(k) match, up to IRS maximum 20 days of PTO plus 10 paid holidays Family Support programs including 8-week Paid Primary Caregiver Leave, fertility/family-forming support, and elder care Hybrid work-from-home program (subject to role/tenure/performance) Responsibilities Build trusting relationships with clients and educate them on top-down portfolio strategy and market events Proactively conduct quarterly asset-allocation reviews to align with long-term goals Collaborate with sales, research, and client service teams to deliver high-quality client service Support roster growth by leveraging the sales team to onboard high-net-worth clients within the first year Key requirements 2+ years of client relationship experience in finance Series 65 (assistance provided to obtain on starting) Bachelor's degree or equivalent work experience Consultative, client-focused approach trust-building strong communication consultative mindset Series 65 knowledge of top-down portfolio strategy asset-allocation review process