Investment Counselor (Financial Advisor Alternative)
Company: Fisher Investments
Location: Camas
Posted on: March 21, 2026
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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. Now is your opportunity to use your
finance experience to better the investment universe. The
Opportunity: As an Investment Counselor, you are the voice of
Fisher Investments to our clients in the United States. You will
partner with our internal portfolio decision-makers, auxiliary
research teams, client service associates, and renowned sales team
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 aligns with our clients' best interests
without relying on commissions. Through our unique training
program, Fisher Investments offers an elevated finance and capital
markets education to understand our firm's unique approach. You
will report to your group manager whose previous experience in the
role will assist you in navigating client relationships and provide
personalized career development. The Day-to-Day: Be the heart of
our Private Client Group, 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 on a quarterly basis to review their asset allocation and
ensure we're on the right track towards their long term financial
goals Rely on our sales team to gradually build your roster of
high-net-worth clients within the first year Your Qualifications: 2
years of instilling trust and building client relationship within
the finance industry Series 65 (we will help you obtain upon
starting) Bachelor's degree or equivalent work experience A
thoughtful consultative approach with an emphasis on client focus
Compensation: $85,000 - $135,000 base salary per year in the state
of WA. New hires should expect to start at the lower end of the
range depending on experience. Eligible for a discretionary bonus
based on firm and individual performance Why Fisher Investments: We
work for a bigger purpose: bettering the investment universe. We
take great pride in our inclusive culture, our learning and
development framework customized for every employee, and our Great
Place to Work Certification. It's the people that make the Fisher
purpose possible, and we invest in them by offering exceptional
benefits like: 100% paid medical, dental and vision premiums for
you and your qualifying dependents A 50% 401(k) match, up to the
IRS maximum 20 days of PTO, plus 10 paid holidays Family Support
programs including 8 week Paid Primary Caregiver Leave, $10,000
fertility, family forming, and hormonal health assistance, and
back-up child, adult, and elder care This is an in-office role.
Based on your role, tenure, and performance eligibility you may
have the opportunity to participate in our hybrid work from home
program. This program is subject to change. FISHER INVESTMENTS IS
AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Albany , Investment Counselor (Financial Advisor Alternative), Accounting, Auditing , Camas, Oregon
