Good benefits but challenging workload and PTO limits - Investment Counsellor Fisher Investments Employee Review

3.0
Jun 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Good health insurance and 401k matching at 50%

Cons

High capacity role in terms of book of business size Tough to take PTO given workload

Explore other reviews about Fisher Investments

5.0
Jun 1, 2026
Recommend
CEO approval
Business Outlook

Pros

Family and fringe benefits were outstanding.

Cons

Lack of ownership over my role was hard at times.

2.0
May 18, 2026
Recommend
CEO approval
Business Outlook

Pros

-Does allow for high earnings potential if you’re good at telemarketing -you don’t take any work home with you

Cons

-high turnover rate. They have no issue hiring a class of 10 with the intentions of only keeping 2-3 past the 8-10 month mark. - unless you have prior experience in telemarketing or D2C sales it is a very hard road to navigate. -your job is to dial the phone and that is all you do unless you’re in a training. -if they don’t view you as a top performer they will look to cut bait with you -new rise in call screeners make it extremely difficult to achieve consistent performance

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