Investment Counselor
22 hours 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-a0d6f881-0765-477f-b477-2a51519c7b8e
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Investment Counselor
22 hours ago
SAINT PETERSBURG, 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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International Investment Counselor
22 hours ago
SAINT PETERSBURG, United States Fisher Investments Full timeDo 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 International Investment Counselor 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...
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International Investment Counselor
7 days ago
Saint Petersburg, FL, United States Fisher Investments Full timeDo 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 International Investment Counselor 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...
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Investment Counselor
7 days ago
Saint Petersburg, FL, 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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Financial Counselor
22 hours ago
SAINT PETERSBURG, United States Fisher Investments Full timeDo 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...
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International Investment Counselor
7 days ago
Saint Petersburg, FL, United States Fisher Investments Full timeDo 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 International Investment Counselor 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...
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Financial Counselor
22 hours ago
SAINT PETERSBURG, United States Fisher Investments Full timeDo 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 International Investment Counselor 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...
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Investment Counselor
7 days ago
Saint Petersburg, FL, United States Fisher Investments Full timeDo 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...
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Financial Counselor
22 hours ago
SAINT PETERSBURG, 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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Portfolio Counselor
1 week ago
SAINT PETERSBURG, United States Fisher Investments Full timeAre 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...
