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Investment Counselor information

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$32.5K

$86.3K

$141K

How much do investment counselor jobs pay per year?

As of Jul 30, 2026, the average yearly pay for investment counselor in the United States is $86,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $84,000.00 per year, depending on experience, location, and employer.

How to become an investment counselor?

To become an investment counselor, individuals typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in financial advising or investment management. Obtaining professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects. Strong analytical skills, knowledge of financial markets, and compliance with industry regulations are also important for success in this role.

Is $200,000 enough to work with a financial advisor?

As an investment counselor, working with clients who have $200,000 or more in assets is common, as many financial advisors set minimum investment thresholds that can range from $50,000 to $250,000. This amount allows for personalized financial planning, investment management, and access to a broader range of financial products. However, some advisors offer services for lower asset levels or hourly consultations, so client needs and advisor policies vary.

How does an Investment Counselor typically collaborate with other financial professionals to serve clients?

Investment Counselors often work closely with a team that may include financial planners, tax advisors, and legal professionals to develop comprehensive strategies for their clients. This collaboration ensures all aspects of a client’s financial situation are considered, from investment portfolios to estate planning. Regular communication and joint meetings help align on client goals and provide a seamless experience. By leveraging each team member’s expertise, Investment Counselors can offer more holistic advice and better address complex client needs.

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

To thrive as an Investment Counselor, you need a strong background in finance, investment strategies, and portfolio management, typically supported by a bachelor's degree in finance or related fields and relevant certifications like CFA or CFP. Proficiency with financial analysis software, CRM platforms, and market research tools is also essential. Excellent interpersonal communication, active listening, and trust-building skills help distinguish top performers in this role. These skills ensure that clients receive sound investment advice tailored to their needs, fostering long-term relationships and financial success.

What does an investment counselor do?

An investment counselor advises clients on investment strategies, manages their portfolios, and helps them achieve financial goals. They analyze market trends, assess risk, and often hold certifications such as the Series 7 or Series 65. Strong communication skills and knowledge of financial products are essential for this role.

What is the difference between Investment Counselor vs Financial Advisor?

AspectInvestment CounselorFinancial Advisor
CredentialsCFP, CFA, Series 7/63CFP, Series 7/66, CFA (optional)
Work EnvironmentFinancial firms, banks, investment firmsIndependent, firms, banks, insurance companies
Employer & Industry UsagePrimarily in investment firms and banksBroader, including wealth management and insurance
Primary FocusInvestment strategies and portfolio managementComprehensive financial planning and advice

Investment Counselors focus mainly on investment strategies and managing client portfolios, often working within financial firms. Financial Advisors provide broader financial planning services, including estate, tax, and retirement planning, and may work independently or within various financial institutions. While overlapping in credentials and client interaction, their primary roles differ in scope and focus.

What Is the Job of an Investment Counselor?

As an investment counselor, your responsibilities are to recommend investments of stocks, bonds, funds, real estate, or other assets for clients. You make these recommendations taking into account clients’ financial plans and risk tolerance. You may suggest a variety of wealth management strategies and help clients create and then implement an investment plan. A significant part of your duties involves conducting research to find the best investment solutions for your clients’ needs. You may connect clients with brokerages or specialize in one type of investment product or the investment products of a company.

What are Investment Counselors?

Investment Counselors are financial professionals who provide personalized advice to clients on how to manage and grow their investments. They assess clients' financial goals, risk tolerance, and investment preferences to recommend suitable strategies and portfolio allocations. Investment Counselors may also monitor investment performance, update clients on market trends, and adjust plans as needed. Their goal is to help clients achieve their financial objectives through informed investment decisions.

Can financial advisors make $500,000 a year?

Investment counselors and financial advisors can earn $500,000 or more annually, especially those with extensive experience, high-net-worth clients, or in senior roles at large firms. Achieving this level often requires strong sales skills, certifications like the CFP or CFA, and a client base that generates substantial assets under management.
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Investment Counselor jobs near you
Infographic showing various Investment Counselor job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 2% Temporary, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $86,334 per year, or $41.5 per hour.

Investment Counselor (Financial Advisor Alternative)

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

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

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