ZipRecruiter

Log In

1

Investment Counsel Jobs (NOW HIRING)

Stifel

Senior Operations Analyst

Baltimore, MD · On-site

$88K - $132K/yr

About Stifel 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K/yr

The Head of Office provides guidance, supervision and/or training related to the practice. • Become a contributing member to 1919 Investment Counsel economically and intellectually. What You'll ...

Stifel

Client Advisor

San Francisco, CA

$130K - $170K/yr

The Head of Office provides guidance, supervision and/or training related to the practice. • Become a contributing member to 1919 Investment Counsel economically and intellectually. • Extensive ...

Stifel

Senior Operations Analyst

Baltimore, MD · On-site

$88K/yr

About Stifel 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K - $170K/yr

Become a contributing member to 1919 Investment Counsel economically and intellectually. What You'll Bring Extensive experience in financial planning, estate planning, and tax matters. Proficiency ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting. #LI-JK1 About Stifel 1919 Investment Counsel, a wholly owned subsidiary of ...

previous pagenext page

Showing results 21-40

All JobsInvestment Counsel Jobs

Investment Counsel information

See salary details

$79.5K

$157.4K

$212.5K

How much do investment counsel jobs pay per year?

As of Aug 10, 2026, the average yearly pay for investment counsel in the United States is $157,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $130,000.00 and $183,500.00 per year, depending on experience, location, and employer.

What is the difference between Investment Counsel vs Financial Advisor?

AspectInvestment CounselFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, often in private firms or wealth managementWorks with a broad client base, including individuals and small businesses
Employer & Industry UsageUsed mainly in wealth management and private banking sectorsCommon across banking, independent firms, and financial planning companies

Investment Counsel and Financial Advisor roles share overlapping credentials and client service environments. However, Investment Counsel often focuses on high-net-worth clients with tailored investment strategies, while Financial Advisors serve a broader audience with comprehensive financial planning. Understanding these differences helps clients choose the right professional for their financial needs.

What are the key skills and qualifications needed to thrive as an investment counsel, and why are they important?

To thrive as an Investment Counsel, you need a deep understanding of investment strategies, portfolio management, financial analysis, and typically a degree in finance, economics, or law, often complemented by a CFA or similar certification. Proficiency with financial modeling software, Bloomberg terminals, and portfolio management systems is crucial. Excellent communication, client relationship management, and ethical judgment are standout soft skills in this role. These skills ensure that investment counsels provide sound advice, manage assets effectively, and maintain client trust in a competitive financial environment.

What does an investment counsel do?

An investment counsel provides clients with personalized investment advice, financial planning, and portfolio management services. They analyze market trends, assess client goals, and recommend investment strategies, often holding certifications like the CFA. Their work involves regular client communication and staying informed about financial regulations.

How does an investment counsel typically collaborate with clients and other financial professionals?

Investment Counsels work closely with clients to understand their financial goals, risk tolerance, and investment preferences, often meeting regularly to discuss portfolio performance and adjust strategies as needed. They also coordinate with accountants, estate planners, and tax advisors to ensure a holistic approach to wealth management. This collaborative environment helps provide clients with comprehensive advice and ensures all aspects of their financial lives are aligned. Effective communication and teamwork are essential skills for success in this role.

What is an investment counsel?

Investment Counsel are financial professionals or firms who provide personalized investment advice and portfolio management services to individuals, families, or organizations. Their main role is to help clients develop and execute investment strategies based on their financial goals, risk tolerance, and time horizon. Unlike brokers, Investment Counsel typically operate under a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests. They may also offer services such as financial planning, estate planning, and retirement planning.
More about Investment Counsel jobs
What cities are hiring for Investment Counsel jobs? Cities with the most Investment Counsel job openings:
What are the most commonly searched types of Investment Counsel jobs? The most popular types of Investment Counsel jobs are:
What job categories do people searching Investment Counsel jobs look for? The top searched job categories for Investment Counsel jobs are:
Investment Counsel jobs near you
Infographic showing various Investment Counsel job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $157,356 per year, or $75.7 per hour.

International Investment Counselor (US Based) - UK Clients

Fisher Investments

Plano, TX

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International 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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. 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. This onsite position is located in Plano, TX.

The Day-to-Day:

As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK clients to build a trusting and professional relationship
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • 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

What Fisher Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply