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Investment Counselor Jobs (NOW HIRING)

Fisher Investments

Financial Counselor

Dallas, TX · On-site

Since 2009, Fisher Investments International has developed a specialized approach focused on our ... As an International Investment Counselor, you are the voice of Fisher Investments to our clients in ...

Fisher Investments

Financial Counselor

Camas, WA · On-site

Since 2009, Fisher Investments International has developed a specialized approach focused on our ... As an International Investment Counselor, you are the voice of Fisher Investments to our clients in ...

Fisher Investments

Financial Counselor

Clearwater, FL · On-site

Since 2009, Fisher Investments International has developed a specialized approach focused on our ... As an International Investment Counselor, you are the voice of Fisher Investments to our clients in ...

Fisher Investments

Financial Counselor

Garland, TX · Hybrid

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 ...

Fisher Investments

Financial Counselor

Vancouver, WA · On-site

Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused ...

Fisher Investments

Financial Counselor

Camas, WA · On-site

Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused ...

Fisher Investments

Financial Counselor

Tampa, FL · Hybrid

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 ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher ...

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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 Aug 21, 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.

What is an investment counselor?

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.

What does an investment counselor do?

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 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.

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 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.

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Investment Counselor jobs near you
Infographic showing various Investment Counselor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $86,334 per year, or $41.5 per hour.

Investment Counselor Team Lead - Central Region

Citigroup, Inc.

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

38th of 171 rated banks

Job description

The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Develops medium- to long-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units. Provides input into strategic decisions affecting job family or function within a region or business. Full management responsibility of multiple teams, including management of people, budget and planning. Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on company revenues, capital or business operations. Typically, a direct report to an C16 role and sits on the highest functional leadership team within a region, job function, or global business.
Responsibilities:
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein. Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices.
  • Development and execution of the region's broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management.These functions are coordinated with the Regional Head and the Global Head of Investments, among others.
  • Through continuous direct client interaction, solicit client feedback on CPB's Investments business, and drive platform and product initiatives to maintain CPB's pre-eminent relevance and stated goal as trusted advisor to all target market clients. Provide leadership as the "Face" of the Investments business to all clients in the region.
  • Manages a large team of investment professionals including Investment Counselors and Product Specialists. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients. Effectively recruit, develop, promote and retain talented professionals across the NAM investments organization.
  • Effectively engage, leverage, and partner with ICG Markets, CIM and CIM-Alts to provide exceptional investment offerings to CPB clients.
  • In accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets.
  • The incumbent should posses the following:
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies; the capacity to effectively engage and influence business partners and navigate through a complex global organization; and the ability to attract, develop and retain talent.
  • Solid technical investment qualifications and experience that include the ability to formulate well-articulated views of the macroeconomic environment, investment views based on Citi's research and client specific recommendations based on their risk, needs and requirements.
  • Experience and technical understanding of Capital Markets products, including structured products and solutions, hedging and the mechanics of basic pay-off structures.
  • Experience in discretionary and advisory asset management, including a comprehensive understanding of the fundamentals of portfolio construction, asset allocation and risk management. The position requires broad understanding of the drivers of value across traditional, levered and alternative investment strategies.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as managerial experience.
  • CFA, MBA degree or other advance degree a plus
  • Demonstrable track record in managing a business P&L; Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization.
  • S7, S66 (or 63) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:
  • Bachelor's/University degree, Master's degree preferred

Job Family Group:
Private Client Product Services
Job Family:
Investment Counselor
Time Type:
Full time
Primary Location:
Dallas Texas United States
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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