Financial Consultant

2 weeks ago

Plano, United States Fisher Investments Full time

Are 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 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 that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. 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. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.

The Day-to-Day:

As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

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. 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Senior Business Analyst or Senior Consultant

    4 days ago

    Plano, United States Cognizant Full time

    Senior Business Analyst – Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients...

  • Financial Services Representative

    3 weeks ago

    Plano, Texas, United States UNIFY Financial Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Member Financial Specialist to join our team at UNIFY Financial Credit Union. As a key branch team member, you will perform both service and sales activities to enhance existing relationships with credit union members and identify opportunities to expand our memberships, shares, and consumer...

  • Senior Director, HR Business Partner- Financial Services Tech

    2 weeks ago

    Plano, Texas, United States Capital One Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Senior Director, HR Business Partner to join our Financial Services Tech team. As a key member of our senior leadership team, you will provide strategic HR business partnership to one or more technology organizations, driving business outcomes through creative human capital strategies.Key ResponsibilitiesProvide...

  • Financial Analyst

    2 weeks ago

    Plano, Texas, United States V-Soft Consulting Group Full time

    Job Title: Financial AnalystV-Soft Consulting Group is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting our clients' financial planning and analysis needs.Key Responsibilities:Implement and maintain Earned Value Management (EVM) processes to track project performance and cost...

  • Financial Analyst 2

    2 weeks ago

    Plano, United States Aditi Consulting Full time

    Summary: The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities:...

  • Hyperion EPM Consultant

    2 weeks ago

    Plano, Texas, United States Optomi Full time

    Unlock Your Potential as a Hyperion EPM ConsultantOptomi is seeking a highly skilled Hyperion EPM Consultant to join our team. As a key member of our team, you will have the opportunity to shape the future of mobility by delivering cutting-edge financial solutions.Key Responsibilities:Implement cost-effective Hyperion EPM solutions for financial planning and...

  • Financial Analyst 3

    1 month ago

    Plano, United States Aditi Consulting Full time

    Position Summary: The Senior Financial Analyst will be responsible for managing the day-to-day financial forecast of Marketing Development Funds (MDF), analyzing MDF programs, and supporting financial planning through ROI-based prioritization. This role will work closely with Business Strategy & Operations, Marketing, and internal business planning teams to...

  • Hyperion EPM Consultant

    2 months ago

    Plano, United States Optomi Full time

    Hyperion EPM Techno-Functional Consultant - Hybrid 1 day/week - Plano, TX - 2 year contract - W2 onlyOptomi, in partnership with a global automotive company, are seeking a highly skilled Hyperion EPM Techno-Functional Consultant with a background in bank integrations, financial planning, and FP&A (Financial Planning and Analysis) functions.Deep expertise in...

  • Hyperion EPM Consultant

    2 weeks ago

    plano, United States Optomi Full time

    Hyperion EPM Techno-Functional Consultant - Hybrid 1 day/week - Plano, TX - 2 year contract - W2 onlyOptomi, in partnership with a global automotive company, are seeking a highly skilled Hyperion EPM Techno-Functional Consultant with a background in bank integrations, financial planning, and FP&A (Financial Planning and Analysis) functions.Deep expertise in...

  • Hyperion EPM Consultant

    4 weeks ago

    Plano, United States Optomi Full time

    Hyperion EPM Techno-Functional Consultant - Hybrid 1 day/week - Plano, TX - 2 year contract - W2 onlyOptomi, in partnership with a global automotive company, are seeking a highly skilled Hyperion EPM Techno-Functional Consultant with a background in bank integrations, financial planning, and FP&A (Financial Planning and Analysis) functions.Deep expertise in...

  • Expert Hyperion PBCS Consultant

    3 weeks ago

    Plano, Texas, United States Hexaware USAAvance Consulting Full time

    Job DescriptionJob Title: Expert Hyperion PBCS ConsultantCompany: Hexaware USAAvance ConsultingJob Summary:We are seeking an experienced Hyperion PBCS Consultant to join our team at Hexaware USAAvance Consulting. As a key member of our team, you will be responsible for implementing and optimizing PBCS applications, as well as providing expertise in financial...

  • Senior Manager, HR Business Partner

    2 weeks ago

    Plano, Texas, United States Capital One Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, HR Business Partner to join our team at Capital One Financial Corp.The ideal candidate will have a strong background in HR and business consulting, with experience in workforce planning and strategic consulting.Responsibilities will include:Providing strategic consulting and workforce planning to...

  • Senior Business Analyst or Senior Consultant

    6 days ago

    Plano,TX-8383 DominionPkwy, United States Cognizant Full time

    Senior Business Analyst – Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients...

  • Senior Manager, HR Business Partner

    2 weeks ago

    Plano, Texas, United States Capital One Financial Corp Full time

    Job Title: Senior Manager, HR Business PartnerCapital One Financial Corp is seeking a Senior Manager, HR Business Partner to join our Financial Services Tech team. As a key member of our HR team, you will provide strategic consulting and workforce planning to client groups within Financial Services Tech and deliver an HR strategy that is aligned with the...

  • Implementation Consultant

    2 weeks ago

    Plano, Texas, United States Tyler Technologies Full time

    Job Title: Implementation ConsultantAt Tyler Technologies, we are seeking a highly skilled Implementation Consultant to join our team. As an Implementation Consultant, you will play a critical role in providing professional services to our clients, including consultation, software readiness, and education on Tyler software products.Responsibilities:Design...

  • Underwriting Consultant

    4 weeks ago

    Plano, Texas, United States CNA Full time

    Job SummaryCNA is seeking a highly skilled Underwriting Consultant to join our team of Large Account Primary Casualty Underwriters. As a key member of our Commercial Standard lines team, you will be responsible for managing a diverse portfolio of business and industry classes, including Manufacturing, Distributors, Education, Real Estate, Technology,...

  • Hyperion EPM Consultant

    4 weeks ago

    Plano, Texas, United States Optomi Full time

    Job SummaryOptomi is seeking a highly skilled Hyperion EPM Consultant to join our team. As a key member of our organization, you will be responsible for delivering cutting-edge financial solutions to our clients.About the RoleWe are looking for a professional with deep expertise in Hyperion Planning, particularly in financial planning processes, and...

  • Senior Business Analyst or Senior Consultant

    4 days ago

    Plano,TX-8383 DominionPkwy, United States Cognizant Full time

    Senior Business Analyst – Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients...

  • Senior Business Analyst or Senior Consultant

    5 days ago

    Plano,TX-8383 DominionPkwy, United States Cognizant Full time

    Senior Business Analyst – Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients...

  • Senior Business Analyst or Senior Consultant

    5 days ago

    Plano,TX-8383 DominionPkwy, United States Cognizant Full time

    Senior Business Analyst – Senior Consultant, Banking & Financial Services Consulting Locations: Plano, Texas, onsite ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients...