Fisher Investments Investment Counselor Reviews | Glassdoor

Find jobs for Investment Counselor

Fisher Investments Investment Counselor Reviews

To filter reviews, or .

Found 40 reviews

3.4
StarStarStarStarStar
Rating TrendsRating Trends
81%
Recommend to a Friend
83%
Approve of CEO
Damian Ornani
8 Ratings
  1. Helpful (2)

    "Great place to work and build career"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor in Camas, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 6 years

    Pros

    Good compensation and benefits. Great work/life balance - don't bring work home with you. Plenty of opportunity to move and advance within the company.

    Cons

    There is little flexibility with hours and structure.

    Fisher Investments2017-05-12
  2. Helpful (5)

    "Mixed Bag Employer"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor in Camas, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    - Excellent 401k and healthcare benefits - Friendly coworkers - Nice break rooms with a number of amenities - There is an expectation that the work day ends after your shift and that you will leave work at the office - Lots of options to advance career (though every other role entails mandatory 10-hour workdays)

    Cons

    - Lack of schedule flexibility - Inability to work from home - System of backing each other up creates major burden for teammates - No paid sick days and days off for funerals, weddings, and other life event;. all of your time off comes out of your 20 days of PTO - Management micromanages employees and manages according to tens of metrics - Research and client service are understaffed/underpaid while sales is over-staffed/overpaid

    Advice to Management

    Unless management wants to see a heavy exodus of employees, they should introduce greater schedule flexibility and work from home policies. Micromanagement techniques need to end. There is too much competition that is becoming increasingly attractive compared to employment with Fisher.

    Fisher Investments2019-05-09
  3. Helpful (4)

    "Good place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    Good company culture. Cares about clients and employees. Probably the best internal mobility of any company in the wealth management industry. Also, just the right size - not a behemoth wire house, or a tiny practice. Good training for ICs. Benefits are also quite good.

    Cons

    Technology is very outdated. Open offices in more desirable locations (aside from SF, which is wildly expensive). Also, please allow employees to work remotely. Not having this option in 2019 is crazy.

    Fisher Investments2019-02-09
  4. Helpful (13)

    "Not great"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Counselor in San Mateo, CA
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    I worked at Fisher Investments full-time for more than 4 years

    Pros

    Benefits are very good. You will make friends with coworkers.

    Cons

    Management within Investment Counselor force is lackluster. Management will say you are valued one way and then pay you less than expected. This will happen during your tenure. Quarterly bonuses are preset unless you bring in at least 5x the firm average. Good luck getting 80% of your eligibility over the course of 1 year. If you want to work at FI and get paid well, work in sales. Not IC.

    Fisher Investments2018-08-19
  5. "Great Company with A Solid Value Proposition"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor in Camas, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    Great benefits, great hours, good managers.

    Cons

    Located in Camas, WA, open-pod workspace, outdated tech and software.

    Advice to Management

    Keep inserting brief intermissions in the workday to refresh employees and boost morale.

    Fisher Investments2017-05-07
  6. Helpful (7)

    "Sales not your thing? Stay away!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor 
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Fisher Investments full-time for more than 4 years

    Pros

    Good Health Benefits/401k match. That's about it. Philosophy toward helping investors is sound.

    Cons

    The company culture is terrible. I work in client services and the moral is poor. This stems from the fact that the company is addicted to finding fault. When problems occur, rather than banding together, and fixing the problem and moving forward, the managers first try to figure out who to blame. Opportunities for advancement are very limited beyond Jr. level management so all managers are paranoid and worry more...

    Show More

    Advice to Management

    Invest in your technology Treat your employees like adults and respect their feedback Quit being so fault oriented

    Fisher Investments2017-04-22
  7. Helpful (1)

    "Very Positive Experience"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Investment Counselor in Camas, WA
    Recommends
    Positive Outlook

    I worked at Fisher Investments full-time for more than 4 years

    Pros

    Great work environment and people

    Cons

    Corporate structure posed some limitation

    Fisher Investments2017-03-28
  8. Helpful (1)

    "It's been a great experience, terrific company to work for"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Investment Counselor in Vancouver, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 4 years

    Pros

    The people I work with are great, the company culture is good, what we for clients is great vs other competitors is so much better, lots to feel good about.

    Cons

    Nothing too major, senior management doesn't always give clear expectations for employees and guidance isn't always clear but isn't too different from other companies

    Fisher Investments2017-02-17
  9. Helpful (14)

    "Investment Counselor ?"

    StarStarStarStarStar
      Former Employee - Investment Counselor 
      Doesn't Recommend
      Neutral Outlook
      No opinion of CEO

      I worked at Fisher Investments

      Pros

      The pay can be decent depending on your situation...........Other than that I struggle when thinking about any other positives.

      Cons

      Wow. First of all, management does not communicate with you at all as a new employee. You will be treated like COMPLETE dirt as a new hire. Training ? Be prepared to go through a bunch of classes with pontificating individuals running the show who are so much smarter than you. They denigrate you for asking questions. This means anything remotely negative will be held against you and not directly communicated to you but...

      Show More

      Advice to Management

      Learn how to actually manage.

      Fisher Investments2017-03-04
    • Helpful (21)

      "black-hearted cult, stifling environment"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Investment Counselor in San Mateo, CA
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Fisher Investments for more than a year

      Pros

      Good at PR and marketing to make themselves look and sound good. It seems like they are trying to reach their investors or potential investors. They put up a good front of trying to "serve" employees as well.

      Cons

      It's all a front. This is a self-serving organization that refers to itself rightly so as "the cult on the hill." This is the name others gave Ken Fisher's first office in Woodside, but it is still a fitting title for an organization that overlooks every big elephant and continues to operate as if it were 1963. The leadership is incompetent. The middle management is brutal, leading like dictators, over sheepish victims...

      Show More

      Advice to Management

      Be honest with yourselves; change before it's too late. You are a dinosaur and you are brutal to your fellow humans. Karma!

      Fisher Investments2017-01-06
    Found 40 reviews