Investment Portfolio Manager

Are you a skilled investment professional looking to leverage your expertise in portfolio management and client relationship building?About the OpportunityFisher Investments is seeking an Investment Counsellor to join our team in Tampa, FL. As a key member of our Canadian operations, you will be responsible for providing exceptional client service and...

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...

Job DescriptionJob DescriptionWealth Tech Company with 100B in AUM / St. Pete's FloridaThis Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $110,000 - $150,000 per yearA bit about us:We specialize in supporting independent registered investment advisors by...

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...

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...

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...

About Fisher InvestmentsFisher Investments is a fee-only fiduciary firm dedicated to bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification.Estimated Salary: $120,000 - $180,000 per yearJob Description:We are seeking an experienced Investment Counsellor to service...

Do 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 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...

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Foster your career in financial services as a sales representative with Fisher Investments, a privately-held global investment firm. With a well-defined promotion structure and a focus on phone-based sales, you will have the opportunity to succeed in a supportive team environment.The OpportunityYou will work closely with our dedicated sales support team to...

Company OverviewSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits. We are seeking an energetic and driven Wealth...

Expert Portfolio Management OpportunitiesWe are seeking an experienced Asset Portfolio Strategist to join our Wealth Management Advice and Solutions Division (WMAS) at Edward Jones.This role is centered around delivering tailored investment solutions that meet the unique needs of our clients. As a key member of our Portfolio Solutions Team, you will play a...

Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

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...

About the RoleWe are seeking a highly skilled Multidisciplinary Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions Division, you will play a crucial role in developing tailored solutions for our clients' complex financial needs.Key Responsibilities:Design and implement effective portfolio...

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...

About the Job:GCRE is growing and need to add talented individuals to our team! Our company is seeking a Portfolio Property Manager to supervise a multifamily apartment portfolio. We offer competitive pay and great benefits within an engaging, fun and collaborative environment that prioritizes work/life balance.Qualification & Requirements:3 or more years of...

About the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...