Senior Financial Consultant
4 weeks ago
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. Now is your opportunity to use your finance experience to better the investment universe. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. 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. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events 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 Rely on our sales team to gradually build your roster of high-net-worth clients within the first year 2+ years of instilling trust and building client relationship within the finance industry ~ Series 65 (we will help you obtain upon starting) ~ Bachelor's degree or equivalent work experience ~ Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents ~ 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 ~ This 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. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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Financial Consultant
4 weeks ago
Clearwater, 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 Consultant
3 weeks ago
Clearwater, 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 Consultant
4 weeks ago
Clearwater, 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 Consultant
4 weeks ago
Clearwater, FL, United States Fisher Investments Full timeAre 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 International 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...
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Senior Financial Analyst
47 minutes ago
Clearwater, FL, United States TD SYNNEX North America Full time*About The RoleSenior Financial Analyst (Finance & Accounting)*The Senior Financial Analyst plays a crucial role in providing comprehensive analytical support for both finance and accounting functions. This position involves developing and managing recurring and ad hoc operational and financial performance reports for various functional areas or divisions....
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Senior Financial Analyst
4 weeks ago
Clearwater, FL, United States TD SYNNEX Full timeAbout the Role Senior Financial Analyst (Finance & Accounting) The Senior Financial Analyst plays a crucial role in providing comprehensive analytical support for both finance and accounting functions. This position involves developing and managing recurring and ad hoc operational and financial performance reports for various functional areas or divisions....
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Financial Consultant
3 weeks ago
CLEARWATER, 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 Consultant
3 weeks ago
CLEARWATER, 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 Consultant
3 weeks ago
CLEARWATER, United States Fisher Investments Full timeAre 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 International 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...
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Senior Advisor, Financial Operations
2 weeks ago
Saint Petersburg, FL, United States Raymond James Financial Full timeUses specialized knowledge of branch compensation arrangements and accounting skills obtained through experience and training to manage the various branch compensation process and handle related reporting to business unit senior management, financial advisors and staff. Manages processes and projects of moderate scope and complexity. Regular contact with...
