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Investment counselor best companies

The best companies for investment counselors to work for in 2024 are David Lerner Associates and BB&T.; If you are looking for the best-paying companies for investment counselors, you should consider Citi with a median investment counselor salary of $154,034 or Wellington Group with a median salary of $148,607.

10 best companies for Investment counselors

  • Zippia score 4.8

    Average investment counselor salary: $112,780
    #1 top company for investment counselors
    Company description:

    David Lerner Associates is a privately held securities broker/dealer, with clients' assets totaling approximately $6 billion.

  • Zippia score 4.8

    Average investment counselor salary: $78,131
    #2 top company for investment counselors
    Company highlights:

    Building on a tradition of excellence in community banking that stretches back to 1872, BB&T continues to offer clients a complete range of financial services, including banking, lending, insurance, trust and wealth management solutions. We invite you to learn more about them and their commitment to their clients.

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  • Zippia score 3.9

    Average investment counselor salary: $139,895
    #3 top company for investment counselors
    Company highlights:

    For over 40 years, Fisher Investments has worked in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our investing experience make us unique in our industry. That’s why Fisher Investments currently manages $197 billion* for investors worldwide and helps over 100,000 clients* meet their financial goals. Top Workplaces 2022 - The Oregonian Best Workplaces in Texas 2019 - Great Places to Work Top 100 Places to Work 2018 - The Dallas Morning News

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  • Zippia score 4.5

    Average investment counselor salary: $123,213
    #4 top company for investment counselors
    Company description:

    T. Rowe Price has a venture arm focused in investing in technology startups. T. Rowe Price was founded in 1937 by Thomas Rowe Price Jr. and managing over $453 billion in assets (as of September 30, 2011). Company serves individuals, financial intermediaries and institutions and offers a full range of investment strategies across broad spectrum: debt, equities, private equities etc.

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  • Zippia score 4.6

    Average investment counselor salary: $154,034
    #5 top company for investment counselors
    Company description:

    Citigroup is a diversified financial services holding company that provides various financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed income research, corporate lending, investment banking and advisory services, private banking, cash management, trade finance, and securities services. Citigroup Inc. was founded in 1812 and is based in New York, United States.

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  • Zippia score 4.7

    Average investment counselor salary: $102,142
    #6 top company for investment counselors
    Company highlights:

    USAA, based in San Antonio, TX, is a financial services group that provides insurance, banking, investments, retirement products and advice to the military community. The company was founded in 1922 in San Antonio, Texas, by a group of 25 US Army officers. Today USAA has more than 32,000 employees, with offices across the US and worldwide. Its mission is to proudly serve military members by providing competitive financial products and services.

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  • Zippia score 4.9

    Average investment counselor salary: $156,048
    #7 top company for investment counselors
    Company description:

    Deutsche Bank is a global investment bank. Deutsche Bank is the leading German bank with strong European roots and a global network. In a fundamental transformation the bank focuses on its core strengths in a newly created Corporate Bank, a leading Private Bank, a focused investment bank and in asset management. They provide banking services to companies, governments, institutional investors, small and medium-sized businesses and private individuals. Deutsche Bank was founded in 1870 to accompany German businesses into the world. They have worked across borders ever since.

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  • Zippia score 4.4

    Average investment counselor salary: $87,581
    #8 top company for investment counselors
    Company description:

    Progressive is a place where innovation and collaboration are a way of life. Each of our employees has a role in our success and together, we continue to find new and better ways to satisfy our customers and move the insurance industry forward.

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  • Zippia score 4.6

    Average investment counselor salary: $96,182
    #9 top company for investment counselors
    Company description:

    Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.

  • Zippia score 4.6

    Average investment counselor salary: $117,346
    #10 top company for investment counselors
    Company description:

    Baltimore Corps was founded in 2013 with a simple premise in mind: They need better ways for the most talented people to go to work solving the world's most important challenges.

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10 highest paying companies for Investment counselors

  • Zippia score 4.6

    Average investment counselor salary: $154,034
    #1 highest paying company for investment counselors
    Company description:

    Citigroup is a diversified financial services holding company that provides various financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed income research, corporate lending, investment banking and advisory services, private banking, cash management, trade finance, and securities services. Citigroup Inc. was founded in 1812 and is based in New York, United States.

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  • Zippia score 4.1

    Average investment counselor salary: $148,607
    #2 highest paying company for investment counselors
    Company description:

    The Wellington Group, LLC develops and operates assisted living facilities in the United States. It offers day, night, and respite care programs; and specialized Alzheimer's and dementia care programs, individualized care and service plans, and medication management services. The company was founded in 1996 and is based in Rancho Mirage, California.

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  • Zippia score 4.7

    Average investment counselor salary: $143,734
    #3 highest paying company for investment counselors
    Company description:

    BMO Capital Markets, a full-service financial services provider offering a complete range of investment and corporate banking products and services. Its portfolio of services include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets is a member of BMO Financial Group, one of the largest diversified financial services providers in North America with 529 billion U.S. dollars total assets and more than 47,000 employees. BMO Capital Markets is based in Toronto, O.N. It has approximately 2,300 professionals in 30 locations around the world, including 16 offices in North America.

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  • Zippia score 4.8

    Average investment counselor salary: $141,835
    #4 highest paying company for investment counselors
    Company description:

    Marsh & McLennan Companies is the premier global professional services firm providing advice and solutions in risk, strategy and human capital. Through our market leading brands, colleagues in more than 100 countries help clients identify, plan for and respond to critical business issues and risks.

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  • Zippia score 4.8

    Average investment counselor salary: $141,769
    #5 highest paying company for investment counselors
    Company description:

    Travel tips and news from the editors of IndependentTraveler.com.

  • Zippia score 3.9

    Average investment counselor salary: $139,895
    #6 highest paying company for investment counselors
    Company highlights:

    For over 40 years, Fisher Investments has worked in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our investing experience make us unique in our industry. That’s why Fisher Investments currently manages $197 billion* for investors worldwide and helps over 100,000 clients* meet their financial goals. Top Workplaces 2022 - The Oregonian Best Workplaces in Texas 2019 - Great Places to Work Top 100 Places to Work 2018 - The Dallas Morning News

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  • Zippia score 4.9

    Average investment counselor salary: $138,420
    #7 highest paying company for investment counselors
    Company description:

    HSBC Bank provides various banking and financial services worldwide. It operates in four segments: retail banking and wealth management; commercial banking; global banking and markets; and global private banking. The company offers current, savings, and commercial and business bank accounts; credit cards; personal, flexi, and graduate loans; mortgages; overdrafts, corporate cards, and term loans; and syndicated, leveraged, acquisition, and project finance. It also provides letters of credit, collections, guarantees, receivables finance, supply chain solutions, commodity and structured finance, and risk distribution services; payments, collections, and liquidity management; and business and financial protection, trade insurance, employee benefits, and other commercial risk insurance products. In addition, the company offers foreign exchange, interest rate, capital markets and advisory, payroll and personal accounts, and wealth management and transition services; spot and derivative products; and equities sales and trading services, as well as sells, trades, and distributes fixed income securities. Further, it provides debt and equity capital raising, merger and acquisition advisory and execution, corporate lending, and structured financing solutions; payments and cash management, and security services; credit and specialist lending; investment management; and trusts and estate planning services. Additionally, it offers investment funds, pensions, and annuities; car, travel, home, student, life, critical illness, and income insurance services; international money transfers, international accounts, travel money, and broking services; credit facilities; and online and telephone banking services. The company was founded in 1880 and is based in London, the United Kingdom. It operates as a subsidiary of HSBC Holdings plc.

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  • Zippia score 4.4

    Average investment counselor salary: $126,355
    #8 highest paying company for investment counselors
    Company description:

    The Bank of New York Mellon Corporation, commonly known as BNY Mellon, is an American investment banking services holding company headquartered in New York City.

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  • Zippia score 4.8

    Average investment counselor salary: $112,780
    #9 highest paying company for investment counselors
    Company description:

    David Lerner Associates is a privately held securities broker/dealer, with clients' assets totaling approximately $6 billion.

  • Zippia score 4.9

    Average investment counselor salary: $111,961
    #10 highest paying company for investment counselors
    Company description:

    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Their investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, they believe their ownership structure fosters a long-term view that aligns their perspectives with those of their clients. At Wellington Management, their focus is on investment management. They apply their full resources to meeting the needs of the institutional clients they serve. Their investment approaches span the global equity, fixed income, currency, commodity, and alternatives markets. They also offer asset allocation, multi-manager, and specialty approaches. They do not have a chief investment officer. Instead, their firm is organized as a collection of teams - each functioning as an entrepreneurial entity within an established organization that ensures teams have the resources they need in seeking to deliver strong, consistent results for clients. They serve an extremely diverse mix of investors located in over 50 countries. Their clients include defined benefit and defined contribution plans, financial intermediaries, wealth managers, endowments, foundations, insurance companies, central banks and sovereign institutions, and private investment offices. In addition, many of their clients work closely with consultants to obtain independent advice on plan structure, asset allocation, manager selection and monitoring, and related issues. They recognize these consultants as peer professionals, and they work closely and collaboratively with them to help address client needs.

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Choose from 10+ customizable investment counselor resume templates

Choose from a variety of easy-to-use investment counselor resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your investment counselor resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Top companies for investment counselors in US

RankCompanyAvg. SalaryJobs
1David Lerner Associates$112,780-
2BB&T$78,131-
3Fisher Investments$139,89529
4T. Rowe Price$123,21348
5Citi$154,03436
6USAA$102,142-
7Deutsche Bank$156,04811
8Progressive$87,581-
9Principal Financial Group$96,18210
10Baltimore Corps$117,346-

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