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Investment Planning Counsel information

See salary details

$33.5K

$139.4K

$234.5K

How much do investment planning counsel jobs pay per year?

As of Sep 3, 2026, the average yearly pay for investment planning counsel in the United States is $139,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,000.00 and $197,500.00 per year, depending on experience, location, and employer.

What is an investment planning counsel?

An Investment Planning Counsel is a financial professional or firm that provides advice and guidance on investments, retirement planning, and wealth management. They help clients create personalized investment strategies based on their financial goals, risk tolerance, and time horizon. These counselors may also assist with portfolio diversification, tax planning, and regular portfolio reviews to ensure clients stay on track with their financial objectives.

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

To thrive as an Investment Planning Counsel, you need a solid background in finance, investment strategies, and client relationship management, often supported by certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance tools is typically required. Exceptional interpersonal skills, analytical thinking, and ethical judgment help you build trust and provide tailored advice to clients. These competencies are crucial for delivering effective investment solutions and fostering long-term client relationships.

What are some common challenges faced by investment planning counsel when working with clients, and how can they be addressed?

Investment Planning Counselors often encounter challenges such as managing clients' emotional responses to market volatility and aligning diverse financial goals with realistic investment strategies. Building strong communication skills and maintaining up-to-date market knowledge are essential to help clients stay focused on their long-term objectives. Regularly reviewing portfolios and providing clear, transparent updates can foster trust and help clients navigate uncertain times. Additionally, collaborating closely with other financial professionals, such as tax advisors and estate planners, ensures clients receive comprehensive advice tailored to their unique situations.

What is the difference between Investment Planning Counsel vs Financial Advisor?

AspectInvestment Planning CounselFinancial Advisor
CredentialsTypically holds certifications like CFP, CFA, or similarOften holds CFP, CFA, or similar certifications
Work EnvironmentWorks in financial firms, banks, or independent practices focusing on investment strategiesWorks in banks, advisory firms, or independently providing comprehensive financial advice
Employer & Industry UsageCommonly employed by investment firms and financial planning companiesUsed across banking, wealth management, and independent advisory practices

Investment Planning Counsel and Financial Advisor roles share similar credentials and work environments, focusing on investment strategies and financial planning. While both provide investment advice, Investment Planning Counsel often emphasizes a more specialized investment planning approach within firms, whereas Financial Advisors may offer broader financial services including estate and tax planning.

More about Investment Planning Counsel jobs

What job categories do people searching Investment Planning Counsel jobs look for?

The top searched job categories for Investment Planning Counsel jobs are:

Investment Planning Counsel jobs near you
Infographic showing various Investment Planning Counsel job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $139,438 per year, or $67 per hour.

Financial Planning Counselor

Fisher Investments

Arlington, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 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

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.


The Day-to-Day:

  • You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
  • You will complete financial plans and other detailed analyses for existing clients
  • Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
  • Report on feedback, trends and more to the Private Client Group Programs management
  • You will host sessions for internal and external clients

Your Qualifications:

  • 3+ years of experience within financial services
  • You have in-depth knowledge of financial planning topics (CFP beneficial)
  • You communicate with a wide array of audiences by phone and email
  • Manage complexity and coordinate across several departments under strict timelines

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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