A Day in the life of an Investment Counselor.
(Financial Advisor Alternative)
As an Investment Counselor, you are the voice of Fisher Investments to our clients. You will partner with our internal portfolio decision-makers, research teams, and client service associates to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure helps align our interests with our clients’. Through our unique training programs, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to a Team Leader, whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
Your Day to Day
Investment Counselors spend roughly 70% of their day engaging with clients. These conversations mainly take place over the phone and cover topics like the stock market, the economy, current events and how these factors could affect the client’s portfolio. As an Investment Counselor you will also have an annual conversation with your clients to discuss their goals, time horizons, and cash flow needs. You then share this information with our portfolio teams, and they create a personalized asset allocation for your client. You will be responsible for communicating the portfolio strategy to your clients, and answering any questions they have.
About 20% of your day will be spent on more operational focused tasks, working with internal business teams, and quarterbacking any operational tasks that may need to happen for your client. The final 10% of your day is dedicated to team meetings, personal organization, and setting yourself up for success in your day.
Hear from Investment Counselor Brandon C.
In addition to supporting client relationships as part of the Private Client Group, Brandon leads Investment Counselor mentoring activities. He enjoys sharing his knowledge and client experience to help develop Investment Counselors who are new to the role.
Be at the heart of our Private Client Group
- As an Investment Counselor, you focus on service, not sales. You are responsible for knowing your clients, understanding their goals, and advising them through market ups and downs.
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments, and important market events.
- Proactively connect with clients to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
- Clients are provided to you, so you don’t have to prospect—allowing you to build authentic relationships based on trust and expertise. Your roster of high net worth clients will be gradually built within the first year.
Kelly R.
Investment Counselor
What advice would you give to someone interested in becoming an Investment Counselor at Fisher?
"To be successful in this role, you need to have an interest in capital markets. You are the liaison between our Investment Policy Committee and our clients, and you must be able to convey our message with confidence. Active listening is always going to be crucial. You need to know your client’s goals—for example, if their grandson is graduating soon, and paying for his college is what’s important, that’s something you need to have top of mind."
Patrick L.
Investment Counselor
What do you enjoy most about your job as an Investment Counselor?
"The core of the role is working with clients and helping them with their financial goals. The day-to-day interactions with fellow team members sharing ideas on how best to counsel our clients is rewarding. I enjoy the moment when the client understands why we do what we do and that we do truly care."
Success Profile
At Fisher, our financial service professionals demonstrate the following traits, and all are equally important to their success.
- Communicator
- Competitive
- Detail-Oriented
- Multi-Tasker
- Persuasive
- Sincere
Meaningful benefits that support your health and wellbeing throughout your career.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
Medical Coverage
100% of medical, dental, and vision premiums are covered for employees and their eligible dependents.
This could mean an annual savings of $9,753 (for individuals) or $30,628 (for a family).
(2023 Mercer benchmarking data; Actual FI healthcare premiums)
Retirement Plan
Fisher will give you a 50% match on every dollar you invest in your 401(k), up to the annual IRS maximum.
That means if you contribute $23,000 during the year, the plan will match you $11,500!
Paid Time Off
20 days of PTO*, plus 10 paid holidays.
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare.
- $10,000 fertility, hormonal health, and family-forming benefits.
94%
of employees feel that our physical wellness benefits support their individual health and well-being as well as their family health needs.*
93%
of employees feel that our 401(k) program meets their personal financial and retirement goals.*
93%
of employees feel their Benefits at Fisher Investments (Medical, dental and vision health care, emotional wellness, 401(k) plan and company match) exceed rewards offered at other employers.*
* (US 2023 Total Rewards Survey)
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