High AUM Investment Counselor Bridge Program

At a Glance:

Statement of Interest: Yes 

Contact: Bob Romero

Bridge Program Overview:

Are you interested in learning to work with the firm’s largest private clients? Do you want to stretch your skills and deepen your career by joining our highest echelon of client service? Join us for the first ever High AUM IC Bridge Program. In this bridge, you’ll have the unique opportunity to learn to work with the most intricate and highest valued client relationships at Fisher Investments. You will be exposed to the firm’s most advanced client and support capabilities and better understand the contribution that our High AUM IC’s bring to the ongoing evolution and modernization of our service offering.

This bridge is for those who want to build a deep and lasting career in client service. This role is designed for the very best Investment Counselors. To be successful, you’ll need to be highly detailed, understand firm and client risk, and be thoughtful, creative, and adaptive in your client approach. You will have the opportunity to work with a variety of dedicated and advanced resources across the firm to ensure we offer the best client experience across the competitive landscape of high-net-worth asset management.

What to Expect:

High AUM Investment Counselor classes will begin 9/18/25.  Should you have interest in participating in this bridge, please submit your interest by EOD 8/29/25.

8-week program with a 1-2 hour commitment each week.

During the program:

• You will develop skills to hold deep, high quality relationships with a roster of large, PCG clients.
• You’ll learn from some of our best internal talent on how to ensure the highest levels of client service are met, if not exceeded.
• You’ll refine your understanding of unique needs clients may have in the higher liquid net worth realm.
• You’ll further your understanding of how to harness FI’s ever evolving and expanding resources to help provide an unparalleled experience for our clients.
• You’ll work through multiple case studies and will get valuable feedback to help sharpen your skills!

Desired Qualifications:

• You should understand High Net Worth financial planning and client service needs, while staying current with industry trends and regulatory changes.
• You’ll be expected to be a driver of organic growth and client retention in a highly competitive environment.
• Thirst for capital markets knowledge.
• High attention to detail, every facet matters!
• Series 65 license preferred (will be required in role)

We will conduct a preliminary screen of applicants based on eligibility, performance and manager feedback. You may not receive an invitation to participate and participation does not guarantee additional opportunities. If you’d like to know more about BRIDGE PROGRAM, please reach out to Bob Romero.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER