Investment Counselor/Financial Advisor

No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

Investment Counselor RoleAs a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert guidance on investment strategies and portfolio management. Your role will involve working closely with our internal teams to deliver exceptional client service and...

Lead Advisor OpportunityWe are seeking a highly motivated and experienced Lead Advisor to join our team at Advisor Employee Services. As a Lead Advisor, you will be responsible for providing exceptional financial planning and advisory services to our clients, while also building and maintaining strong relationships with them.Key Responsibilities:Develop and...

Investment Counselor RoleAt NR Consulting, we're seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you'll be responsible for building trusting relationships with our clients and educating them on our top-down portfolio strategy.Key Responsibilities:Develop and maintain strong relationships with...

Cetera Investment Services is searching for a Financial Advisor for:Washington Trust BankThe Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial...

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

Overview 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)...

Opportunity OverviewNo prospecting, no cold calls, a book of business is provided.As an Investment Counselor, you will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to clients in the United States.With our commitment to being a fee-only...

Job SummaryWe are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing tailored financial solutions to high-net worth clients, identifying their needs, and developing relationships to meet their financial goals.Key...

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...

Opportunity OverviewBrokerHunter is seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy.Key ResponsibilitiesProactively connect with clients on a quarterly basis to...

Lead Financial Advisor OpportunityPuget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice on...

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...

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...

Unlock Your Potential as a UK Investment CounsellorAre you a finance professional looking to take your career to the next level? Do you have a passion for working with high-net-worth clients in the UK? We're seeking a skilled Investment Counsellor to join our team at Fisher Investments International.The Opportunity: As a UK Investment Counsellor, you'll be...

Unlock Your Potential as a Portfolio CounselorFisher Investments is seeking a talented Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will play a crucial role in welcoming and onboarding new clients, applying your financial planning expertise to contribute to our growth.Key Responsibilities:Partner with our sales...

Financial Planning Counselor Role Overview At Fisher Investments, we're dedicated to bettering the investment universe. As a Financial Planning Counselor, you'll play a crucial role in helping our clients achieve their financial goals. Your expertise in financial planning will be invaluable in supporting our internal Relationship Managers and...

Exciting Opportunity for a Wealth Management ConsultantJoin BrokerHunter as a Wealth Management Consultant, focusing on providing exceptional service to affluent clients. Our structure allows you to concentrate on client relations without the pressure of cold-calling or prospecting. Collaborate with our internal teams to ensure the highest level of client...

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own...

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...