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%
Here are the most commonly searched roles for interview reports -
I applied through a recruiter. The process took 1 week. I interviewed at Fisher Investments (Plano, TX) in Nov 2023
Interview
A recruiter reached out to me, I interviewed with her, had a second phone interview with only 2 questions asked and was told I for sure would be doing a third interview and would receive an email on the date. I was told it would be with 3 managers. Never heard from the company again. 3 weeks later received a rejection email.
Interview questions [1]
Question 1
Tell me about a time you went above and beyond for a client.
Tel me about a time you failed a client and how did you handle it?
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?
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.