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Investment Counselor (Financial Advisor/Stock Broker Alternative) (2020-9259)

San Mateo, CA, United States


Job Description


Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don’t have to wear the "many hats" of a typical Financial Advisor, and are able to prioritize providing support and education to our clients. Now is your opportunity to leverage your finance experience to better the investment universe.


The Opportunity:

As an Investment Counselor, you are the face and voice of Fisher Investments to our clients in the United States. Through our unique training program, you will receive an elevated finance and capital markets education to understand our firm’s innovative approach. Our Investment Counselors partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team. With our commitment to being a fee-only fiduciary firm, you’ll appreciate knowing our compensation structure aligns with our clients’ best interests without relying on commissions. In addition, our mentorship program and ongoing career development all empower you to grow your career.


The Day-to-Day:

In this role you will:

  • Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting pivotal events in the market
    • Learn about Fisher’s investment philosophy and best practices while working alongside various mentors
    • Partner with our sales team to gradually build your roster of high-net-worth clients within the first year
  • Serve as the heart of our Private Client Group, working closely with our clients to build a trusting professional relationship
    • Proactively reach out to clients on a quarterly basis to review their asset allocation and ensure we’re on the right track towards their long term financial goals
    • Utilize an extensive database providing Investment Counselors unlimited access to internal and external research
  • Collaborate with our internal portfolio decision-makers, client service associates, and various other internal teams to ensure completion of operational tasks in relation to client portfolios


Your Qualifications:

  • 3+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (preferred)
  • Bachelor degree or equivalent work experience
  • Confident understanding of the investment industry
  • Yields a thoughtful consultative approach with an emphasis on client focus


Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.




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