Discover the Fisher Difference

Investment Counselor

Since our founding in 1979, our goal has been to help clients achieve their financial goals by putting their interests first. As a fiduciary and one of the largest fee-only investment advisers, we operate by a simple principle—when our clients achieve their goals, so do we.

About Fisher Investments

Fisher Investments is a privately owned, independent investment adviser offering a global approach to portfolio management for high net worth and institutional clients worldwide. Our entire business model is designed to minimize conflicts of interest. For example, we separate sales and service roles, so Investment Counselors can focus on providing personalized service and support rather than trying to sell products. We believe this client-first approach is a key reason why clients trust Fisher Investments with their investments today.

Driven By Better

At Fisher Investments, we are driven by better—better for clients, employees and the financial services industry. When you join us, you become part of a global organization that is dedicated to bettering the investment universe and putting clients’ interests first. We are continually innovating our services and offerings to better support our clients.

Importantly, we believe investor education is critical to long-term investing success. In our view, the more our clients understand foundational market concepts and our investment philosophy, the better prepared they will be to navigate the unavoidable ups and downs of the market that can often sidetrack investors. As a client’s primary point of contact, Investment Counselors help explain the firm’s investment philosophy, portfolio changes, market conditions and the firm’s outlook. Investment Counselors also leverage an array of educational resources, including client events, videos and written commentary, to help inform and support clients throughout their financial journey.

Employees can proudly stand behind the firm’s purpose and feel good about the work they do. In return, a culture of professional growth, strong benefits, and a collaborative and inclusive environment make Fisher a place where you can thrive!

We Do Things Differently

At Fisher, we do things differently from other investment firms—not just for the sake of being different, but because it matters for our clients and our employees. For example, when increased market volatility occurs, Fisher strives to proactively engage their clients to help them understand the situation and stay disciplined by continuing to follow their longer-term investment strategy.

To help Investment Counselors focus on providing superior service to our clients, Investment Counselors are supported by several specialized teams including Research, Trading, Operations, and more. All portfolio strategy decision making is done by Fisher Investments’ Investment Policy Committee, a 5-member team with over 150 combined years of industry experience.

"In Fisher’s Investment Counselor role, I like that I’m not wearing all the hats traditionally worn by others in our industry who balance sales, service, marketing, research, portfolio review, and management, in addition to their other duties."

Tracy W.

Vice President US PCG Inside Sales Team

Helping clients is what we do best.
Join Private Client Services.

Our Investment Philosophy

At Fisher Investments we have a flexible, global investment philosophy and can adjust our investment strategy depending on our forward-looking market view and a client’s personal goals. We actively look for opportunities to apply our proprietary capital markets technology (i.e. proprietary research tools) developed through the study of finance theory, history, and empiricism. Unlike a lot of our competitors, we take a comprehensive approach to investing that’s tailored to the needs of each individual client and their long-term goals.

Specialization of Roles

Our world-class service structure allows us to provide clients with personalized attention. At Fisher, our Investment Counselors are one part of our full-service team. We have a strong division of labor between sales, service and other distinct roles. This structure allows you to focus on your position and do your best work while being supported by a broad set of resources.

91%

of manager promotions come from within the firm!*

91%

of the entire Fisher organization’s employees agree that employees of all backgrounds can grow in this organization.**

92%

of the entire Fisher organization’s employees agree that when you join the company, you are made to feel welcome.**

*As of March 20, 2025
**Based on the 2024 Great Place to Work® employee survey.

Potential Career Path

The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

Fisher's Commitment to Training and Support

We believe our employees are our greatest investment and our most valuable asset. In order to provide superior service to our clients, we make sure to put in extra diligence when it comes to our award-winning training and development programs. Upon arrival, new employees receive an introduction to Fisher through in-office training about the firm, our vision and values, and our client-first approach. After initial onboarding training, new Investment Counselors begin role-specific training designed to focus on operations, organizational skills, market knowledge and financial planning. Each Investment Counselor later receives a personalized learning and development framework geared toward their specific goals and is supported by our dedicated Corporate Learning and Development Group.

"What excites me the most as I look forward is that I know 5, 10, even 15 years from now, we're likely to be so much larger, more specialized, increasingly capable, and have an even bigger presence than we do today in our market. I think the ways that we will evolve along that path are going to be challenging, exciting, and a lot of fun."

Emily D.

GVP - WealthBuilder IC

Our employees deserve outstanding rewards.

Our Total Rewards program supports your physical, emotional, and financial well-being with offerings such as competitive compensation, industry-leading benefits, and contributions toward your retirement plan. You can also enjoy work-life programs, authentic recognition and purposeful perks. Here are just a few highlights; ask your recruiter for more details about all our Total Rewards.

Financial Wellness

Saving for retirement is a little easier at Fisher Investments with our generous 50% 401(k) match up to the IRS maximum.
Health Coverage

We cover 100% of medical, dental, and vision premium costs for you and your qualified dependents.
Paid Time Off

All full-time employees are eligible to accrue up to 20 days of paid time off (PTO) per calendar year. Full-time and part-time employees working a minimum of 30 hours per week are eligible for 10 paid holidays.

Compensation

Fisher is a meritocracy. Our highly competitive compensation model supports your financial well-being and rewards success.
Recognition!

From individual milestones to all employee celebrations, we recognize the talent, effort and dedication that makes our employees exceptional.
Employee Perks

We make life easier, one perk at a time. We provide convenient on-site services, local discounts and Fisher-funded snacks!