Financial Consultant

5 days ago


Plano, 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 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 the United Kingdom. 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 UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK 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 year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • 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 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER



  • Plano, Texas, United States Catalyst Health Group Full time

    Job Title: Strategic Financial ConsultantEstimated Salary: $90,000 - $120,000 per yearCatalyst Health Group is a dynamic organization that supports internal and external primary care practices in financial initiatives. We are seeking an experienced Senior Financial Analyst to join our team.


  • Plano, Texas, United States LINCOLN WEALTH Full time

    Job OpportunityWe are seeking a highly motivated and experienced Independent Financial Consultant to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, developing and maintaining relationships, and delivering personalized financial solutions.This is an exciting opportunity for a driven and ambitious...

  • Financial Consultant

    2 months ago


    Plano, 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 Consultant

    3 months ago


    Plano, 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...


  • Plano, Texas, United States Fisher Investments Full time

    We're seeking a highly skilled Senior Financial Services Consultant to join our team at Fisher Investments. This role offers a lucrative opportunity for career advancement and professional growth.The OpportunityAs a Senior Financial Services Consultant, you will be responsible for serving as the primary point of contact for high-net-worth clients, providing...


  • Plano, United States Cognizant North America Full time

    Senior Business Analyst - Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision,...

  • Sr Financial Analyst

    3 weeks ago


    Plano, United States Thecentermemphis Full time

    Description Positions for various levels of experience including Sr Financial Analyst and Financial Advisor. Duties for this role include but are not limited to: analysis of projects and proposals related to revenue, strategy, capital, operations, and expense utilizing computer modeling techniques. Provides expertise and leadership to management in analysis...


  • Plano, Texas, United States Fidelity TalentSource LLC Full time

    Fidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of our clients.Role OverviewWe are seeking an experienced Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Your primary...


  • Plano, Texas, United States LH Global Consulting Full time

    Financial Operations CoordinatorLH Global Consulting is looking for a detail-oriented Financial Operations Coordinator to support our financial processes and ensure compliance with regulations.Key ResponsibilitiesProcess financial transactions and manage payment schedulesGenerate reports and analyses to inform business decisionsDevelop and maintain...


  • Plano, Texas, United States Telnet, Inc. Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at Telnet, Incorporated. The successful candidate will be responsible for managing the financial operations of our organization and providing strategic financial guidance.Estimated Salary: $65,000 - $90,000 per yearResponsibilitiesManage department budget and forecast...


  • Plano, Texas, United States Federal Express Corporation Full time

    Job OverviewWe are seeking a highly skilled Financial Systems Analyst to join our team at Federal Express Corporation. This role will be responsible for providing analysis and resolving payroll issues under general supervision.The ideal candidate will have a Bachelor's degree in Business, Accounting, Finance, or a related field and minimum two years of...


  • Plano, Texas, United States Disability Solutions Full time

    Job Summary:This Wealth Management Consultant role requires a high level of expertise in financial planning and management. The successful candidate will work closely with clients to build a financial plan that aligns with their goals and objectives. Key responsibilities include triaging client requests, mitigating and controlling risk, and identifying...


  • Plano, Texas, United States Telnet, Inc. Full time

    **Job Title:** Senior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Telnet, Incorporated. This role will play a critical part in managing the financial operations of our organization, ensuring accurate forecasting and budgeting.**Salary:** $80,000 - $110,000 per yearAs a Senior Financial...


  • Plano, Texas, United States Synechron Full time

    Company Overview:Synechron is a global consulting firm that combines creativity and innovative technology to deliver industry-leading digital solutions. Our progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy...

  • Financial Advisor

    3 weeks ago


    Plano, United States Threadneedle Group Full time

    Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility,...


  • Plano, Texas, United States LH Global Consulting Full time

    Key ResponsibilitiesThe Financial Operations Associate will generate, send, and retain documents accurately, while ensuring compliance with company policies and procedures.Responsibilities include:Processing requests in accordance with Account Servicing SLAs;Generating, sending, and retaining documents as requested;Responding to emails and performing...


  • Plano, Texas, United States Capital One Careers Full time

    Job DescriptionWe are seeking a highly skilled Strategic Financial Services Business Leader to join our team at Capital One Careers. This role will be based in TX - Plano, United States of America.About the RoleThis is an exciting opportunity for a seasoned professional to drive business growth, profitability, and competitive success in the face of shifting...


  • plano, United States Avance Consulting Full time

    Role: SAP S4 Hana FICO Consultant (GL Focused)Location: Plano, TX - HybridDuration: FullTime/ContractJob Description:Preferred Accounting degree (e.g. Chartered Accountant, CPA, CMA)Key Responsibilities:Record to Report in S/4, with focus in SAP FI.Knowledge of SAP S/4 HANA version 1909 and above with Front-End Fiori Tile Business Transactions.Production...


  • Plano, Texas, United States Legent Health Full time

    Legent Health is seeking a highly skilled Financial Operations Manager to oversee all aspects of accounting, ensuring the accuracy and reliability of financial information. As a key member of our team, you will play a crucial role in monitoring department procedures, recommending improvements, and consulting with senior management to establish and implement...


  • Plano, Texas, United States Lewis & Ellis Inc. Full time

    Job Overview\ Lewis & Ellis Inc. is a leading actuarial and insurance consulting firm seeking a seasoned expert to lead pivotal financial examinations nationwide. As Examiner-in-Charge / Financial Examiner, you will drive excellence and compliance in the insurance sector, guiding our financial examinations to new heights of rigor and precision.\Estimated...