Financial Counselor

3 months 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 practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. -The Opportunity: -As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. 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. This onsite position is located in Plano, TX. -The Day-to-Day: -As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
  • Work with our Canadian clients to build a trusting and professional relationship
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:
    • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
    • 4+ years of experience with portfolio management and client relationship building
    • Bachelor's degree
    • A thoughtful consultative approach with an emphasis on client focusWhy 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 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
      • $10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Financial Counselor

    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...

  • Financial Counselor

    3 weeks ago

    San Diego, CA, United States Fertilityclinicsandiego Full time

    At Reproductive Partners San Diego, our Healthcare Financial Counselor plays a crucial role in helping patients understand and manage the financial aspects of their healthcare services. They work with patients, insurance companies, and healthcare providers to ensure accurate billing, payment processing, and financial assistance options. We have an opening...

  • Financial Counselor

    1 month ago

    Garland, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    1 month ago

    Garland, TX, 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...

  • Financial Counselor

    3 weeks ago

    Baltimore, MD, United States Johns Hopkins Medicine Full time

    Elevate your possibilities . Come see why the Johns Hopkins Hospital is a world-renowned leader in patient care, serving the greater Baltimore community and patients from all across the globe. Our friendly and knowledgeable staff teams provide support throughout our many specialty departments and centers, from primary visits to emergency care. What Awaits...

  • Investment Counselor

    3 days 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....

  • Investment Counselor

    3 weeks 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....

  • Financial Counselor

    3 weeks ago

    Baltimore, MD, United States Johns Hopkins Medicine Full time

    Apply Refer a Friend Back Share This Page Share on FacebookShare on TwitterShare on LinkedInShare via Email Job Details Requisition #: 638922 Location: Johns Hopkins Health System,Baltimore,MD 21201 Category: Finance Schedule: Day Shift Employment Type: Full Time Elevate your possibilities . Come see why the Johns Hopkins Hospital is a world-renowned...

  • Patient Financial Counselor, Hybrid

    3 weeks ago

    Boston, MA, United States Brigham and Women’s Hospital Full time

    Job Description - Patient Financial Counselor, Hybrid (3309387) The Patient Financial Counselor reports directly to the Manager of Patient Financial Services. The Patient Financial Counselor is responsible for the in-depth evaluation of financial history for both uninsured and underinsured patients to determine eligibility for government assistance...

  • Financial Aid Counselor

    3 weeks ago

    Boston, MA, United States Wentworth Institute of Technology Full time

    Wentworth is seeking a Financial Aid Counselor to join the Financial Aid team as soon as possible. Under the direction of the Director of Financial Aid Outreach and Financial Wellness, the Financial Aid Counselor will be responsible for supporting and guiding students and families through the Financial Aid process. Key Responsibilities: Working with...

  • Financial Counselor

    2 months 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...

  • Patient Financial Counselor

    4 weeks ago

    Edmonds, WA, United States Providence Full time

    Description Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution of patient accounts through financial clearance, payment collection, obtaining sponsorship, and financial assistance. The Patient Financial...

  • Financial Counselor

    1 day ago

    Garland, 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...

  • Financial Counselor

    3 weeks ago

    Garland, 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...

  • Patient Financial Counselor

    4 weeks ago

    Everett, WA, United States Providence Full time

    Description Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution of patient accounts through financial clearance, payment collection, obtaining sponsorship, and financial assistance. The Patient Financial...

  • Portfolio Counselor

    3 months ago

    Arlington, TX, 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...

  • Financial Consultant

    4 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....

  • Financial Counselor

    7 days ago

    Dallas, 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...

  • Student Services Counselor

    1 month ago

    Dallas, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? 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 passionate about sales, financial planning, and...

  • Investment Counselor

    7 days ago

    Saint Petersburg, FL, 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....