Financial Counselor
2 weeks ago
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. The Opportunity:The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients. This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor's degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERPDN-a0d6f882-0dce-4b68-9c37-993e3645da23
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Hybrid Housing Counselor: Homeownership
5 days ago
Dallas, United States BALANCE Financial Fitness Full timeA community-focused financial institution in Dallas is seeking a Hybrid Housing Counselor to assist clients with homeownership strategies and financial solutions. Candidates will provide counseling and education both in-person and virtually, focusing on housing and financial stability. The role requires strong analytical skills and the ability to manage...
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Hybrid Housing Counselor: Homeownership
4 days ago
Dallas, United States BALANCE Financial Fitness Full timeA community-focused financial institution in Dallas is seeking a Hybrid Housing Counselor to assist clients with homeownership strategies and financial solutions. Candidates will provide counseling and education both in-person and virtually, focusing on housing and financial stability. The role requires strong analytical skills and the ability to manage...
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Financial Counselor
2 weeks ago
DALLAS, United States Fisher Investments Full timeStop 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....
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Housing Counselor
2 weeks ago
Dallas, United States Balance Financial Wellness Full timePosition Summary BALANCE is seeking a HYBRID (On Site and Work from home Combination) Housing Counselor in Dallas. Our Housing Counselor will provide accurate, relevant, and helpful information to assist clients and potential clients in developing solutions regarding housing, down‑payment assistance, money management, debt management and credit related...
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Personal Financial Counselor; Dallas, TX
1 week ago
Dallas, United States Dallas Staffing Full timePersonal Financial CounselorThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services...
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Personal Financial Counselor; Dallas, TX
2 weeks ago
Dallas, United States Magellan Health Services Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Personal Financial Counselor; Dallas, TX
2 days ago
Dallas, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Housing Counselor
5 hours ago
Dallas, United States BALANCE Financial Fitness Full timePosition Summary BALANCE is seeking a HYBRID (On Site and Work from home Combination) Housing Counselor in Dallas. Our Housing Counselor provides accurate, relevant, and helpful information to assist clients and potential clients in developing solutions regarding housing, down-payment assistance, money management, debt management and credit related issues...
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Housing Counselor
4 days ago
Dallas, United States BALANCE Financial Fitness Full timePosition Summary BALANCE is seeking a HYBRID (On Site and Work from home Combination) Housing Counselor in Dallas. Our Housing Counselor provides accurate, relevant, and helpful information to assist clients and potential clients in developing solutions regarding housing, down-payment assistance, money management, debt management and credit related issues...
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Financial Counselor
6 days ago
Lake Dallas, TX, United States Fisher Investments Full timeStop 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...
