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      Fisher Investments

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      Investment Counselor Interview

      Jul 22, 2024
      Anonymous Interview Candidate
      Portland, OR
      No offer
      Neutral experience
      Difficult interview

      Application

      The process took 4 weeks. I interviewed at Fisher Investments (Portland, OR) in Jun 2024

      Interview

      Kind of a bummer. I was scouted by a recruiter within the company and we had two phone interviews - during this entire process, I brought up a few times that I didn't have a securities license, and he said that wasn't a problem, it was mostly a client service position and that they could train me on stocks, securities, markets, etc and would sponsor me getting my series licenses - "you don't need to worry about any of that stuff right now, just show us you can take care of the client." Great! Passed the background check and my references were contacted. Cool! I then went into a three-hour marathon zoom interview with three people in the office, two of whom were really hitting me hard with very specific questions about how much attention I had been paying to markets, my thoughts on different stocks in particular, and a bunch of questions on adjacent issues. I was woefully unprepared as a result of being told not to worry about answering these questions. Anyway, all that said, everyone was incredibly friendly, professional, and punctual, I just wish I'd been given more tools to succeed during this process as I think I would have been really good at the job. I also don't know why I wasn't hired as I was told it was "not their policy to give feedback," which is weird.

      Interview questions [1]

      Question 1

      "So what's your read on the markets as they stand right now, any particular stocks you've been watching?"
      1 Answer
      1

      Other Investment Counselor Interview Reviews for Fisher Investments

      Investment Counselor Interview

      Jul 2, 2026
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I interviewed at Fisher Investments

      Interview

      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.
      Answer question

      Investment Counselor Interview

      Jun 8, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fisher Investments

      Interview

      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?
      Answer question

      Investment Counselor Interview

      Jul 7, 2026
      Anonymous employee
      Dallas, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why do you want to work at Fisher
      Answer question