Investment Counselor applicants have rated the interview process at Fisher Investments with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 42% positive. To compare, the company-average is 50.8% positive. This is according to Glassdoor user ratings.
Candidates applying for Investment Counselor roles take an average of 29 days to get hired, when considering 95 user submitted interviews for this role. To compare, the hiring process at Fisher Investments overall takes an average of 30 days.
Common stages of the interview process at Fisher Investments as a Investment Counselor according to 95 Glassdoor interviews include:
Phone interview: 30%
One on one interview: 18%
Background check: 15%
Group panel interview: 9%
Skills test: 8%
Drug test: 5%
Presentation: 5%
Personality test: 4%
Other: 3%
IQ intelligence test: 2%
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I applied online. I interviewed at Fisher Investments (Dallas, TX) in Jun 2026
Interview
Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.
The initial phone interview felt incredibly rushed. Despite the position being marketed as a wealth management role, it is essentially a high-volume asset-retention phone center. The day-to-day focus is simply convincing clients not to transfer their money out of the firm rather than providing actual, comprehensive wealth management or tailored financial planning services. Very misleading job description.
Interview questions [1]
Question 1
Explain a time you made a mistake and what did you do about it.
An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.
Interview questions [1]
Question 1
Are you willing to relocate to the company’s Florida office to work as an investment counselor?