Financial Counselor

3 days ago

Clearwater, 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 Tampa, FL.

 

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 year

Qualifications:

  • 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 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

  • Financial Counselor Specialist

    2 weeks ago

    Clearwater, Florida, United States Evara Health Full time

    Job OverviewEvara Health is seeking a skilled Financial Counselor I to provide exceptional customer service, collect payments, and coordinate appointments.About the RoleThis position plays a critical role in facilitating the efficient operation of our office and enhancing the patient experience.

  • Investment Counselor

    2 days ago

    Clearwater, 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....

  • Portfolio Counselor

    3 weeks ago

    Clearwater, 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 days ago

    Clearwater, 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

    4 months ago

    Clearwater, 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...

  • Financial Counselor

    1 month ago

    CLEARWATER, 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...

  • Portfolio Counselor

    3 months ago

    Clearwater, FL, 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...

  • Portfolio Counselor

    7 days ago

    Clearwater, FL, 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

    Clearwater, 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....

  • Medical Counselor

    2 months ago

    Clearwater, FL, 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...

  • Healthcare Customer Service Specialist

    3 days ago

    Clearwater, United States Advanced Urology Institute Full time

    **Estimated Salary:** $55,000 - $65,000 per year based on experience and location.This role involves a range of responsibilities including but not limited to:Facilitating overdue patient balances and resolving bad-debt accounts by following established controls and protocols.Reviewing account information to identify trends, preventable root cause issues, and...

  • Estate Financial Advisor

    4 days ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Expert Estate Planner for High-Net-Worth Clients

    3 weeks ago

    Clearwater, United States Fisher Investments Full time

    We are seeking a seasoned Estate Planning Specialist to join our team at Fisher Investments. In this pivotal role, you will play a crucial part in helping our clients navigate the complexities of estate planning and achieve their long-term goals.The Opportunity:This is an exceptional chance for experienced professionals to utilize their expertise and passion...

  • Estate Planning Specialist

    2 days ago

    Clearwater, United States Fisher Investments Full time

    Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

  • Front Desk Representative

    3 weeks ago

    Clearwater, United States Evara Health Full time

    Do you want to make a difference in the community? Are you looking to further your career in healthcare? Do you want to be part of a growing organization? Evara Health has been serving the community for 40 years. We are a not-for-profit health care organization with 14+ locations throughout Pinellas County, FL! General DescriptionThis position, also known as...

  • Front Desk Representative

    2 weeks ago

    Clearwater, United States Evara Health Full time

    Do you want to make a difference in the community? Are you looking to further your career in healthcare? Do you want to be part of a growing organization? Evara Health has been serving the community for 40 years. We are a not-for-profit health care organization with 14+ locations throughout Pinellas County, FL! General DescriptionThis position, also known as...

  • Front Desk Representative

    2 weeks ago

    Clearwater, United States Evara Health Full time

    Do you want to make a difference in the community? Are you looking to further your career in healthcare? Do you want to be part of a growing organization? Evara Health has been serving the community for 40 years. We are a not-for-profit health care organization with 14+ locations throughout Pinellas County, FL! General DescriptionThis position, also known as...

  • Customer Service Specialist

    4 days ago

    Clearwater, United States Advanced Urology Institute Full time

    Job TypeFull-timeDescriptionGENERAL SUMMARYThe Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist will...

  • Customer Service Specialist

    4 days ago

    Clearwater, United States Advanced Urology Institute Full time

    Job TypeFull-timeDescriptionGENERAL SUMMARYThe Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist will...

  • Customer Service Specialist

    2 weeks ago

    Clearwater, United States Advanced Urology Institute Full time

    Job Type Full-time Description GENERAL SUMMARY The Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist...