Current jobs related to Financial Consultant - Garland - Fisher Investments

  • Financial Consultant

    1 month ago

    Garland, TX, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Controller - Financial Operations Manager

    4 weeks ago

    Garland, Texas, United States Roof Experts Full time

    Job Title: ControllerJob Summary:Roof Experts, Inc. is seeking a highly skilled and experienced Controller to manage the financial operations of our growing company. The Controller will be responsible for overseeing all accounting and financial functions, including managing bank transactions, accounts payable and receivable, vendor relationships, and...

  • Managing Consultant SAP IBP

    3 weeks ago

    Garland, Texas, 75042, Dallas, TX, United States IBM Full time

    IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for...

  • Dental Team Coordinator

    2 weeks ago

    Garland, Texas, United States Jefferson Dental and Orthodontics Full time

    About UsAt Jefferson Dental and Orthodontics, we pride ourselves on delivering exceptional patient care and creating a welcoming environment for our patients and staff. Our mission is to provide the highest quality dental services, making dentistry convenient and affordable for everyone.Job SummaryWe are seeking a highly motivated and organized Dental Team...

  • Senior Managing Consultant SAP PP

    3 weeks ago

    Garland, TX, United States IBM Full time

    IntroductionIn this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world.​ Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption...

  • General Counsel and Chief Compliance Officer

    2 weeks ago

    Garland, Texas, United States COMPOUND Full time

    Job Title: General Counsel and Chief Compliance OfficerWe are seeking an experienced General Counsel and Chief Compliance Officer to join our team at Compound. As a key member of our leadership team, you will play a critical role in ensuring the company's compliance with regulatory requirements while providing strategic legal counsel to support our business...

  • Controller

    4 weeks ago

    Garland, United States Roof Experts Full time

    Position Overview: Roof Experts Inc. is seeking a highly sed and experienced Controller to manage the financial operations of our growing company. The Controller will be responsible for overseeing all accounting and financial functions including managing bank transactions accounts payable and receivable vendor relationships and financial reporting. This role...

  • Controller

    4 weeks ago

    Garland, United States Roof Experts Full time

    Position Overview: Roof Experts Inc. is seeking a highly sed and experienced Controller to manage the financial operations of our growing company. The Controller will be responsible for overseeing all accounting and financial functions including managing bank transactions accounts payable and receivable vendor relationships and financial reporting. This role...

  • Identity Management Migration Specialist

    4 days ago

    Garland, Texas, United States ApTask Full time

    About the Role:The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Portfolio Counselor

    2 months ago

    Garland, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Accounts Receivable Lead

    3 weeks ago

    Garland, Texas, United States Ensign Services Full time

    About the RoleWe are seeking an experienced Accounts Receivable Lead to join our team at Ensign Services. As a key member of our business office, you will be responsible for providing supervision, direction, guidance, support, training, and oversight to AR Resources across a specific Market(s). Your primary objective will be to provide supervision, support,...

  • Senior Institutional Client Operations Specialist

    4 weeks ago

    Garland, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Business Development Professional

    1 month ago

    Garland, Texas, United States Haworth, Inc. Full time

    Company OverviewHaworth, Inc. is a global leader in office furniture and architectural interiors, committed to innovation, inspiration, and customer satisfaction. Our company culture values connectivity, integrity, and continuous learning, making us an exciting and inclusive environment for professionals to grow and thrive.We are a dynamic organization that...

  • UK Investment Counsellor

    2 months ago

    Garland, TX, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Investment Analyst

    2 months ago

    Garland, United States Vaco Full time

    Investment AnalystDallas, TXOne of Vaco’s investment companies in the tech space is looking to add an Analyst to the team.  A lot of potential for upward mobility and growth and potential to work with a team buildout in Dallas!Company offers: Unlimited PTO, 100% health insurance coverage for individuals, flat org structure - lots of exposure to C-suite...

  • Operations Manager

    2 weeks ago

    Garland, Utah, United States Element6 Talent Full time

    Operations Sr. ManagerElement6 Talent is seeking an experienced Operations Sr. Manager to lead our Garland, UT, distribution center. As a key member of our team, you will be responsible for coordinating Inbound Operations to ensure customer service levels are met or exceeded and financial goals are achieved.Key Responsibilities:Plan and monitor daily labor...

  • Inbound Operations Manager

    2 weeks ago

    Garland, Utah, United States Element6Talent Full time

    Job Title: Inbound Sr. ManagerElement6Talent is seeking an experienced Inbound Sr. Manager to join our team in Garland, UT. As a key member of our distribution center, you will be responsible for coordinating operations to ensure exceptional customer service and achieving financial goals.Key Responsibilities:Plan and monitor daily labor needs based on...

  • Order Fulfillment Manager

    2 weeks ago

    Garland, Utah, United States Element6 Talent Full time

    Job Title: Order Fulfillment ManagerElement6 Talent is seeking a highly skilled Order Fulfillment Manager to join their team in Garland, UT. As a key member of the distribution center operations team, you will be responsible for ensuring that customer service levels are met or exceeded and that financial goals are achieved.Key Responsibilities:Plan and...

  • Order Fulfillment

    2 weeks ago

    Garland, Utah, United States Your Employment Solutions Full time

    Order Fulfillment & Outbound Sr. ManagerAre you a seasoned logistics professional looking for a new challenge? We are seeking an experienced Order Fulfillment & Outbound Sr. Manager to join our team at Your Employment Solutions. In this role, you will be responsible for coordinating operations to ensure customer service levels are met or exceeded and...

  • Inbound Operations Manager

    4 days ago

    Garland, Texas, United States Element6Talent Full time

    Element6Talent is seeking an Inbound Operations Manager for their distribution center in Garland, UT. The ideal candidate will be responsible for coordinating operations to ensure customer service levels are met or exceeded and financial goals are achieved. This role requires experience utilizing sophisticated WMS/WCS and other automated systems and...

Financial Consultant

2 months ago

Garland, United States Fisher Investments Full time

Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER