Elite UHNW Investment Counselor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant
Fisher Investments is seeking a High AUM Investment Counselor to serve UHNW clients and act as the primary long-term contact between clients and the Investment Policy Committee. You will ensure portfolios align with goals and maintain ongoing communication about progress and strategy.
You will coordinate with internal teams to meet client requests, monitor IPC-driven strategy, and build trusted, lasting relationships through exceptional service and expertise.
The Elite UHNW Investment Counselor position in the Finance, Sales field is open for applications.
We are seeking a motivated Elite UHNW Investment Counselor to join Fisher Investments in Plano, TX, United States.
Consider building your career as a Elite UHNW Investment Counselor at Fisher Investments.
We have an opening for a Elite UHNW Investment Counselor in Plano, TX, United States within Finance, Sales.
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