Current jobs related to Financial Planning Counselor - Garland - Fisher Investments

  • Financial Planning Counselor

    4 weeks ago

    Garland, United States Fisher Investments Full time

    Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our...

  • Financial Counselor

    4 weeks ago

    Garland, 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

    2 weeks ago

    Garland, 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

    2 weeks ago

    Garland, 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 months ago

    Garland, United States Parkland Health and Hospital System (PHHS) Full time

    Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission: the health and well-being of individuals and communities entrusted to our care. By joining Parkland, you become part of a...

  • Financial Consultant

    4 weeks ago

    Garland, 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....

  • Financial Consultant

    1 week ago

    Garland, 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....

  • Financial Consultant

    2 weeks ago

    Garland, 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....

  • Sales Counselor in Training

    2 weeks ago

    Garland, United States Integrated Real Estate Group Full time $55,000

    Job DescriptionJob DescriptionIntegrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to...

  • Senior Financial Analyst

    2 months ago

    Garland, United States The LaSalle Group Full time

    LaSalle Network has partnered with one of the fastest growing distribution companies in the nation, located in Garland, TX, seeking a contract-to-hire Senior Financial Analyst to join their growing team. The Senior Financial Analyst will work closely across all lines of business to develop and analyze KPI's and reporting to drive efficiency. This role will...

  • Lead Financial Analyst

    2 weeks ago

    Garland, Texas, United States Textron Full time

    Position Overview:The Senior Financial Analyst role is pivotal in managing and analyzing the financial performance of Textron's IT operations. This position plays a critical role in the financial oversight of functional IT expenditures.Company Background:Textron is a distinguished global enterprise with a multifaceted portfolio that includes sectors such as...

  • Principal Financial Analyst

    2 weeks ago

    Garland, Texas, United States Textron Full time

    Position Overview:The Senior Financial Analyst role is integral to the financial analysis and reporting of Textron's IT operational expenses. This position plays a crucial role in facilitating transactional processes between our IT suppliers, Textron Information Services (TIS), and various Textron business units. Additionally, this role is involved in...

  • Client Development Financial Services VP

    3 weeks ago

    Garland, United States Jobs via eFinancialCareers Full time

    Client Development Financial Services VP Fisher Investments, Garland, United States Posted: 7 days ago | Type: Permanent | Compensation: Competitive Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis...

  • Financial Operations Specialist

    2 days ago

    Garland, Texas, United States AmpThink Full time

    AmpThink is a leading provider of cutting-edge technology systems for world-class stadiums and arenas throughout North America. We are seeking a highly skilled Financial Operations Specialist to join our Customer Experience team.The successful candidate will play a key role in ensuring the smooth financial operations of the business. The Financial Operations...

  • Investment Advisor

    2 weeks ago

    Garland, Texas, United States Fisher Investments Full time

    Position Overview:As a vital member of our Private Client Group, you will serve as the primary liaison between Fisher Investments and our esteemed clientele across the United States. Your role as an Investment Counselor involves cultivating strong relationships with high-net-worth individuals, ensuring they are well-informed about their investment strategies...

  • Assistant Store Manager

    3 days ago

    garland, United States Community Choice Financial Family of Brands Full time

    Job DescriptionOverview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in...

  • Licensed Therapist Associate

    1 week ago

    Garland, United States Next STEPS Worldwide Full time $45,000

    _*\*\*\*For a limited time, we are offering a $2500 Signing Bonus\*\*\**_Is this your next job Read the full description below to find out, and do not hesitate to make an application.*(LPC-A, LMFT-A, LMSW)*We are currently seeking *Licensed Therapists and Counselors Associates (LPC-A, LMFT-A, LMSW)* to join our dynamic team of mental health experts to not...

  • Licensed Therapist Associate

    1 week ago

    Garland, United States Next STEPS Worldwide Full time $48,000

    _*\*\*\*For a limited time, we are offering a $2500 Signing Bonus\*\*\**_Do you have the skills to fill this role Read the complete details below, and make your application today.*(LPC-A, LMFT-A, LMSW)*We are currently seeking *Bilingual* *Licensed Therapists and Counselors Associates (LPC-A, LMFT-A, LMSW)* to join our dynamic team of mental health experts...

  • Staff Accountant

    2 months ago

    Garland, United States AmpThink Full time

    AmpThink is a leading provider of Technology systems for world class stadiums and arenas throughout North America. We are seeking a Staff Accountant to join our Customer Experience team. The successful applicant will play a role in ensuring the smooth financial operations of the business. The Staff Accountant will be expected to perform a variety of...

  • Staff Accountant

    3 months ago

    Garland, United States AmpThink Full time

    AmpThink is a leading provider of Technology systems for world class stadiums and arenas throughout North America. We are seeking a Staff Accountant to join our Customer Experience team. The successful applicant will play a role in ensuring the smooth financial operations of the business. The Staff Accountant will be expected to perform a variety of...

Financial Planning Counselor

2 months ago

Garland, United States Fisher Investments Full time

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

The Day-to-Day:
You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
You will complete financial plans and other detailed analyses for existing clients

Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns

Report on feedback, trends and more to the Private Client Group Programs management

You will host sessions for internal and external clients

Your Qualifications:
5+ years of experience within financial services

You have in-depth knowledge of financial planning topics (CFP beneficial)

You communicate with a wide array of audiences by phone and email

Manage complexity and coordinate across several departments under strict timelines

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. Its 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 (17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER