Talent.com
Financial Counselor
Financial CounselorFisher Investments • Plano, TX, United States
[error_messages.no_longer_accepting]
Financial Counselor

Financial Counselor

Fisher Investments • Plano, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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

    • 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

    [job_alerts.create_a_job]

    Financial Counselor • Plano, TX, United States

    [internal_linking.related_jobs]
    Adjunct Professor, Psychology (Applicant Pool 2025-2026)

    Adjunct Professor, Psychology (Applicant Pool 2025-2026)

    InsideHigherEd • McKinney, Texas, United States
    [job_card.part_time]
    Spur 399, McKinney, Texas, 75069.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Responsible t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2,201 per week

    Travel Radiation Therapist - $2,201 per week

    Host Healthcare • McKinney, TX, United States
    [job_card.full_time]
    Host Healthcare is seeking a travel Radiation Therapist for a travel job in McKinney, Texas.Job Description & Requirements. Host Healthcare Job ID #a1fVJ000006lFjJYAU.Pay package is based on 12 hour...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Relationship Consultant

    Financial Relationship Consultant

    The Intersect Group • Dallas, TX, US
    [job_card.temporary]
    The Intersect Group is seeking a contract Personal Banker / Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Winter Break Field Trip Camp Counselor - Plano (Archgate Park)

    Winter Break Field Trip Camp Counselor - Plano (Archgate Park)

    Steve and Kate's Camps • Plano, TX, United States
    [job_card.full_time]
    Field Trip Dates : 12 / 22 / 2025 (Mon) - 1 / 5 / 2026 (Mon).Field Trip Hours : 8 : 45 am - 5 : 15 pm (actual shifts may vary). At Steve & Kate's, we put radical trust in kids so that they learn to trust themselv...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Accountant (Mid-Level) - Life Insurance Accounting

    Financial Accountant (Mid-Level) - Life Insurance Accounting

    USAA • Plano, TX, US
    [job_card.full_time]
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Admissions Counselor - Dallas

    Admissions Counselor - Dallas

    Texas Tech University • Dallas, TX, United States
    [job_card.full_time]
    Represents Texas Tech University both on and off campus to prospective students, parents, staff and faculty of area high schools and community colleges to attract quality applicants and achieve enr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Career Counselor

    Career Counselor

    Serrato Corporation • McKinney, TX, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Responsible for delivering counseling services to assigned residential and non-residential students in personal and social development, career employment, and behavior. Provides individual and group...[show_more]
    [last_updated.last_updated_30]
    Travel Physical Therapist (PT) - $1,965 per week in McKinney, TX

    Travel Physical Therapist (PT) - $1,965 per week in McKinney, TX

    AlliedTravelNetwork • McKinney, TX, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Triage Staffing LLC to find a qualified Physical Therapist (PT) in McKinney, Texas, 75069!. Travel Rehab : Physical Therapy McKinney.Shift Details : 8H Days (12 : 0...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor / Planner - Wealth Management

    Financial Advisor / Planner - Wealth Management

    American National Bank of Texas • McKinney, TX, United States
    [job_card.full_time]
    The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Other responsibilities include : .Meeting with clie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    EisnerAmper • Dallas, TX, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Counselor

    Financial Counselor

    Parkland Health and Hospital System • Dallas, TX, US
    [job_card.full_time]
    Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant

    Financial Consultant

    Fisher Investments • Richardson, TX, United States
    [job_card.full_time]
    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 pr...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Physical Therapist (PT) - $749 to $833 per week in Gunter, TX

    Travel Physical Therapist (PT) - $749 to $833 per week in Gunter, TX

    AlliedTravelCareers • Gunter, TX, US
    [job_card.full_time] +1
    AlliedTravelCareers is working with All Medical Personnel to find a qualified Physical Therapist (PT) in Gunter, Texas, 75058!. Physical Therapist (PT) – Job Posting.We are seeking a compassionate, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • McKinney, Texas, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Financial Counselor, Assignment Ready Counselor, PFC-McAllen, TX

    Personal Financial Counselor, Assignment Ready Counselor, PFC-McAllen, TX

    Magellan Health • Dallas, TX, US
    [job_card.full_time]
    Personal Financial Counselor, Assignment Ready Counselor, PFC-McAllen, TX.This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    School Counselor

    School Counselor

    TradeJobsWorkforce • 75391 Dallas, TX, US
    [job_card.full_time]
    School Counselor job responsibilities : Advises and counsels students regarding academic, educational, and short...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mental Health Therapist

    Mental Health Therapist

    Mosaic Way Counseling • Dallas, TX, US
    [job_card.full_time]
    Licensed Professional Counselor / Associate, Licensed Marriage & Family Therapist / Associate, Licensed Master Social Worker, or Licensed Clinical Social Worker (Full-Time, Hybrid).Southlake, F...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    OCCUPATIONAL THERAPIST - OT

    OCCUPATIONAL THERAPIST - OT

    BrightSpring Health Services • Anna, TX, United States
    [job_card.full_time]
    Pate Rehabilitation is seeking a motivated, experienced Occupational Therapist (OT) to join our team.The Occupational Therapist plays a vital role on the care team, helping to restore functional sk...[show_more]
    [last_updated.last_updated_30] • [promoted]