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UHNW Investment Counselor — Elite Private Client Steward

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's UHNW clients in a premium wealth management environment. The role focuses on building long‑term, trust‑based relationships while delivering unparalleled service.

You will act as the liaison between the Investment Policy Committee and clients, ensuring portfolios align with goals and IPC strategy is communicated clearly.

Step into the UHNW Investment Counselor — Elite Private Client Steward role at Fisher Investments in Tampa, FL, United States and grow with us.

The position is based in Tampa, FL, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 120..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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