Investment Consultant for UK Clients

Position Overview: Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Advisor, you will engage with a select group of affluent clients, delivering tailored investment strategies and insights. At Fisher Investments International, we have honed a unique methodology since 2009, emphasizing...

About the RoleFisher Investments is seeking a highly skilled UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key ResponsibilitiesWork closely with clients to understand their financial goals and...

About the Role: Are you a CFA Level 1 holder currently based in the United States, eager to provide exceptional service to clients in Canada? As an Investment Counsellor, you will manage a portfolio of affluent clients, utilizing our firm’s unique investment strategies. At Fisher Investments International, we pride ourselves on our client-centric approach,...

Position Overview: Are you a CFA Level 1 holder currently based in the United States with aspirations to assist clients in Canada? As an Investment Counselor, you will manage a portfolio of affluent clients, leveraging our firm’s established methodology tailored for private clientele. At Fisher Investments International, we have cultivated a distinctive...

Are you a financial consultant overwhelmed by multiple responsibilities? Are you seeking to transition away from cold outreach? Does a blended service and sales atmosphere without the need for prospecting resonate with you? Consider a role at Fisher Investments, a privately owned multi-billion-dollar global investment firm, as a Client Portfolio Advisor in...

About the RoleFisher Investments is seeking a highly skilled and experienced UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK, providing them with exceptional investment advice and service.Key...

Job Title: Client Service Priority ConsultantJob Overview:As a Client Service Priority Consultant, you will be responsible for delivering tailored and prompt services to our priority clientele, ensuring their requirements are addressed efficiently and effectively.Key Responsibilities:1. Serve as the primary liaison for priority clients, providing...

Position Overview: Are you a professional in the healthcare sales sector looking to focus on client relationships without the burden of prospecting? At Fisher Investments, a leading global investment firm, we are seeking a Medical Sales Counselor to enhance our New Client Conversion (NCC) team. Your Role: As a Medical Sales Counselor, you will play a crucial...

Overview: Are you an experienced sales professional with a passion for healthcare? At Fisher Investments, we are seeking a Medical Sales Counselor to play a vital role in our New Client Conversion (NCC) team. Role Responsibilities: Act as the primary contact for high-net-worth clients, providing exceptional service and support. Utilize your expertise in...

Job SummaryWe are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key ResponsibilitiesLead the...

Position Overview:This role is focused on attracting new clientele, enhancing existing client relationships, and expanding both internal and external networks to fulfill business growth objectives. Key duties involve steering the Client Management Process and collaborating across the organization to deliver a Premium Client Experience, ensuring access to the...

Are you seeking a vibrant and engaging work atmosphere? Do you thrive on building connections with individuals? If so, the role of Customer Service Consultant at Precision Solutions may be the perfect fit for you. At Precision Solutions, we are a dynamic marketing and consulting firm dedicated to fostering our clients' business growth through direct consumer...

Are you seeking a vibrant and engaging work atmosphere? Do you thrive on building connections with individuals? If so, the role of Customer Service Consultant at Precision Solutions may be the perfect fit for you. At Precision Solutions, we are a dynamic marketing and consulting firm dedicated to fostering our clients' business growth through direct consumer...

Senior Wealth Management ConsultantLocation: Vancouver, Washington; Portland, OregonPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our dedication to clients, colleagues, communities, and shareholders alike.We strive to...

Job OverviewWelcome to Windermere Real Estate, where the role of a Property Consultant transcends traditional job expectations. We are committed to elevating the real estate experience for our clients and communities, ensuring that every interaction is meaningful and impactful.Are you prepared to become a vital member of our team as a Property Consultant? We...

We are seeking a dedicated individual to support our firm in achieving new client objectives by serving as a friendly and professional point of contact for prospective clients reaching out through various channels. If you possess a natural ability to listen with compassion and enjoy engaging in conversations over the phone, this role may be a perfect fit for...

Position OverviewCaliber Collision Repair Services is seeking a dedicated Customer Service Consultant to join our team. In this role, you will be responsible for a variety of essential tasks that ensure a positive experience for our clients.Key ResponsibilitiesWelcome customers both in-person and via phone with a friendly demeanor.Assess customer needs and...

Our organization is in search of a remarkable individual to support our efforts in surpassing new client objectives by serving as a friendly voice for potential clients reaching out through various channels. If you are a naturally empathetic communicator who enjoys engaging with individuals over the phone and has a passion for uplifting others, we encourage...

About Precision Solutions:We are a distinguished marketing and consulting agency focused on delivering exceptional client service in the dynamic Marketing and Client Service sector. Our organization collaborates with some of the most prestigious brands in the telecommunications field, advocating for equitable access to reliable telecommunications...

Job OverviewWe are seeking a dedicated individual to join our team as an Intake Specialist. This role is pivotal in helping our firm achieve its objectives by serving as a friendly and supportive voice for potential clients reaching out through various channels. If you possess a natural ability to listen with compassion and enjoy engaging in meaningful...