UK Investment Portfolio Manager

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...

Fisher Investments seeks an Investment Portfolio Specialist to join our Private Client Group (PCG) in a lucrative professional-level role.The Opportunity:As an Investment Portfolio Specialist, you will serve as the short-term point of contact for high-net-worth clients, welcoming and onboarding new clients by applying your financial planning knowledge and...

Job Overview">The Financial Portfolio Manager position at NR Consulting is a unique opportunity to build and maintain trusting relationships with high-net-worth clients in the United States. As a key member of our Private Client Group, you will work closely with internal portfolio decision-makers, research teams, client service associates, and sales...

Overview 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)...

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...

Fisher Investments is a leading investment management company that prides itself on its inclusive culture and commitment to employee growth. As a Portfolio Operations Associate, you will play a vital role in supporting our client Relationship Managers and contributing to the success of our Portfolio Management Group.The OpportunityWe are seeking a highly...

About UsFisher Investments has a proven track record of delivering exceptional results for our private clients since 1995. Our specialized approach focuses on providing personalized investment solutions tailored to their unique needs.

We are looking for a talented Business Analyst for Investment Operations to join our team at Fisher Investments. As a key member of our technology department, you will play a critical role in analyzing and improving our investment operations processes.The ideal candidate will have 5+ years of experience working as a Business Analyst or Product Manager...

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...

Title: Investment counsellor Location: Plano TX/Camas, WA/Tampa, FL Type: Fulltime Overview: As an Investment Counselor, you are the voice of our clients in the United States. 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...

Title: Investment counsellor Location: Plano TX/Camas, WA/Tampa, FL Type: Fulltime Overview: As an Investment Counselor, you are the voice of our clients in the United States. 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...

Fisher Investments, a fee-only fiduciary firm, seeks an experienced Investment Counsellor to service high-net-worth clients in Canada from its Camas, WA location. This onsite role offers a unique opportunity to use your finance expertise to better the investment universe.The OpportunityAs an Investment Counsellor, you will be the voice of Fisher Investments...

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...

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...

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and...

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...

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...

Company OverviewFisher Investments is a leading investment management firm that seeks to recruit a skilled Cloud Platform Business Solutions Expert to join our technology team. Our company takes pride in its inclusive culture, learning and development framework, and Great Place to Work Certification.SalaryThe estimated annual salary for this position is...

Role SummaryAs a Client Relationship Specialist at NR Consulting, you will play a vital role in building and maintaining long-term relationships with high-net-worth clients in the US. Your expertise in financial planning and investment management will enable you to develop tailored solutions that meet the unique needs of each client.Responsibilities:-...

Job OverviewThe Insight Global team is seeking a highly skilled Business Solutions Analyst to join our dynamic organization. As a key member of our Portfolio Management group, you will play a critical role in providing business/product support for investment operations. This exciting opportunity offers a unique chance to contribute to our product development...