Investment Counselor Bridge Program
Deadline: June 6, 2025
At a Glance:
Statement of Interest: Yes
Contact: Anna Gilman
Bridge Program Overview:
Our Investment Counselors are the unparalleled service experts of our firm, they are the face and voice of Fisher to our clients.
Joining the IC team means building relationships with an assigned roster of high-net-worth clients, educating them on markets and our investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping with their service needs. Your overall mission will be to understand your clients and help them stay on their path towards their financial goals.
What to Expect:
- 3-4 hours weekly commitment, 8 weeks total
- Learn the fundamentals of Fisher Investments’ philosophy and how to effectively communicate it to clients
- GVP and TL approval is required before submitting a statement of interest
- Participation in IC Bridge does not guarantee a job offer
Desired Qualifications:
- Strong time management and organizational skills
- High attention to detail
- Does not fear challenging conversations
- Ability to deliver superior client service and effectively build relationships
- Thirst for capital markets knowledge
- Drive to produce results
To apply, please submit a statement of interest through the Career Center. 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 IC Bridge, please reach out to Anna Gilman or Wendy Nicholsen, US PCG Training & Development Program Managers.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER