I've been looking at Fisher Investments as a potential employer, anyone have experience at this firm as far as the Investment Counselor role? Appreciate all the help in advance!

Recently graduated college and I have an upcoming interview with fisher investments. I have heard very different things about this job, some love it, some hate it. I would like to know if this job is commission based or salary based with commission? I am just starting out in the industry but any input would be helpful. In addition how is the interview process? Thanks in advance!

I just received an email from a Fisher Investment campus recruiter, I truly don’t know much about the company. Is it a good place to work? How is the interview process? What do you guys thing of the portfolio research management roles at Fisher?

Hey y’all I’m looking for some feed back from some current or past employees of fisher investments. Recently I have been contacted for the investment counselor position. Does anyone have experience as an IC or know what a general work week looks like?

Just a bit of background on me - I have about 4 years of experience in financial services with large custodians but have never worked for a relatively small (in comparison) RIA. The recruiter said base should be between 75/85k is that a competitive salary internally?

It seems this role would fit into my goals and aspirations but from what I’ve read so far on Reddit I get a little worried about the culture. If someone has worked as IC or understand that role your insight would be greatly appreciated.

As title says. Has anyone here worked for Fisher Investments or have any friends that have? Curious to hear about what the culture is like and what kind of experiences people have had there.

Working with a recruiter who recommended me the investment counselor role at Fisher investments. Looks like a really good base salary with bonus and great benefits. Have about 4 years of experience, S7, S66, MS in finance, and sitting for CFP in march 2025. Does anyone have more insights on the role and/or advice? Thank you

I want to work there but I was wondering how it works with you schedule with school, how the job is, and if it's actually an easy job or how hard it is for a student. Thank you so much for your insights!!

I have a phone interview with Fisher for the Investment Counselor position in Plano, TX. From what I understand, it’s basically customer service where you act as an advisor and try to prevent clients from leaving. Which I am fine with doing, considering the pay is $75k plus bonus. Has anyone here worked for Fisher, or better yet, been in this role specifically? I’d like to know if it’s something I should avoid.

I found a white paper online that I wanted to read, so I gave my contact info to Fisher to access it. Almost immediately they started calling and emailing me. I eventually picked up one of their calls just because I was curious. The guy from Fisher pitched me on managing my money in their fund. My first question was “How did your fund perform last year?” He said 21% gain after fees. I pointed out that S&P ETFs ($SPY) grew at about 25%. He wouldn’t believe me. He kept insisting that the S&P was only up 18% in 2024.

It’s one thing to be wrong, but this guy was so confident in his wrong information. He was either lying or had no idea what he was doing. Either way, it’s a big red flag for Fisher.

First time poster here. Looking to pivot out of my industry into finance. My skillset is transferrable. I have been looking at Fidelity and Schwab trying to figure out the best place to work. I am seeking career growth, and enjoy challenging work. What would a career path look like in this space?

A position with Fisher came to my attention and was curious if anyone had any feedback. The role is investment counselor. Has anyone worked there? How is the environment and is it a good place to build a career? What should I expect as far compensation in a MCOL state?

Thanks!

So I just had an interview earlier this week about a CSA position. I’m a soon to be college grad next month, and I’m wondering what the hiring process is like. I passed the phone interview, and did an in person interview (which went fantastic). I’m wondering how much is left within the hiring process? I’m looking to start in January, and need to have an offer in order to get approved for an apartment.

I accepted a position with a different company but received a call from Fisher to do a final interview for a position for significantly more money. Wondering if leaving a job after a couple weeks for significantly more money at Fisher would be worth it. I’ve heard a lot of mixed things about Fisher. Read a lot of stuff on Glassdoor and the reviews are either extremely negative or way too positive. Wanted to get some insight on here possibly.

Thanks a bunch!

Hi all,

I have worked for a year and a half in the industry as a Paraplanner. I have my Health and Life Licensures as well as my SIE. My current firm is paying for me to obtain my Series 7 and 66 next (should be June). Fisher investments reached out to me offering me 125K to become an Investment Consultant and move to FL. My wife does not want to and I told them no because family means more than anything. However, right now I am making 67,300 plus bonus of 1500 so total of 68,800. Should I try to leverage this opportunity for a raise or should I wait until I become licensed in June and then try and leverage for raise? Context: I’ve worked here for 7 months so I get it’s early but I can’t keep turning down 6 figs for staying.

I’m hearing conflicting things, but to be honest I’m not really someone who has recruiters flooding my inbox with offers from prestigious firms. Would this at least be good for my resume and help me get something better when I graduate?

These guys have been after me for a while. They talk about how they differ from other firms. I’m curious as to any opinions you all have of them.

I have about $1MM over at Fidelity they Fidelity manages at a ridiculously low commission (~0.5%). This year it made around 15%. The downside is limited selection of investment choices.

My wife has a similar amount in TSP, and last year, it made 20%. I don’t have this years’ number yet, but choices are even more limited.

There’s more piles of money around for us, but this is the sort of stuff I’d be willing to have them manage.

I’ve just retired, and my wife has a few years left. She can take an in-service distribution.

Realistically, what kind of return would I expect from these guys?

I am looking for a new BD to join as an advisor either on a team or independent but would prefer to join a team. Do you all have any insight on how advisors are compensated? Just salary, commission based on AUM, or planning fee or combo? Also wanted insight on how much help you get growing your book or are you completely on your own? I have 3 years of experience working doing internal work for a team at a different BD but want to step into an advisor role. I passed the SIE, Series 7, Series 66, and LAH in mid 2024.

Hello everyone! I am a history major with a minor in business currently in my senior year.

I was able to get a second interview with Fisher Investments and I am so nervous! Could anyone give me some tips for the hiring process? Some of my fraternal brothers have told me to give clear examples and be able to explain my experience, but are there any more things I should consider?

Thank you!

Edit: I apologize! I forgot to mention, I am interviewing for the Client Services Associate role.

I’m not a big typer so I will try to make this short and sweet. I make 250k minimum a year with my sales job at Fisher Investments. It has great benefits and is a great company. But I have to work in office and there are only 3 in the nation I can choose from. I want to move and be with my fiancée, make at the very least the same amount of money, and have the same possibility of making more. I can easily make 750k plus if I stay at fisher for another 4 or 5 years ( there are 30+ salesman that make 1 mil plus) but I know there has to be similar roles for sales out there. From what I see in my industry, no one actually talks about how much they can make. So you never know who does. I’m in my second year at fisher and I already made 255k fiscal. But having to come into the office every day on a sales floor with people I don’t like and having to be across the country from my fiancée and family is driving me nuts. Anyone else familiar with investment industry sales jobs that has that type of potential or close to it?