Current jobs related to Financial Services Professional - Camas - Fisher Investments

  • Financial Services Professional

    4 weeks ago

    Camas, United States Fisher Investments Full time

    Unlock Your Potential as a Private Client AdviserAre you a financial professional looking for a sales-focused role that leverages your expertise? Do you have a CFA Level 1 or above and a passion for helping high-net-worth individuals achieve their financial goals?The OpportunityAs a Private Client Adviser - Inside Sales at Fisher Investments, you will engage...

  • Insurance and Financial Services Professional

    3 weeks ago

    Camas, Washington, United States Jeremiah Stephen - State Farm Agent Full time

    Job OverviewAs a State Farm team member for Jeremiah Stephen - State Farm Agent, you will play a key role in building and developing customer relationships within the community to promote State Farm products including auto, home and life insurance.Key ResponsibilitiesEstablish and maintain strong customer relationships and follow up with customers, as...

  • Financial Services Vice President of Sales

    4 weeks ago

    Camas, Washington, United States Fisher Investments Full time

    Unlock Your Sales PotentialAre you a seasoned financial professional looking for a challenging role that focuses on sales? Look no further! Our company, Fisher Investments, is a privately-held, multi-billion dollar global investment firm that offers a unique opportunity for sales professionals to thrive.The OpportunityYou will be part of a dedicated team...

  • Financial Planning Specialist

    3 weeks ago

    Camas, Washington, United States Fisher Investments Full time

    Financial Planning Counselor Role Overview At Fisher Investments, we're dedicated to bettering the investment universe. As a Financial Planning Counselor, you'll play a crucial role in helping our clients achieve their financial goals. Your expertise in financial planning will be invaluable in supporting our internal Relationship Managers and...

  • Occupational Therapist for Rehabilitation

    4 weeks ago

    Camas, United States Specialty Professional Services Full time

    Occupational Therapist Job OpportunitySpecialty Professional Services is seeking an Occupational Therapist for a rehabilitation position in Camas, WA. The ideal candidate will possess a current WA license or Compact license and have at least 1 year of recent experience as an OT Rehab.Key Responsibilities:Provide occupational therapy services to patients in a...

  • Occupational Therapist

    4 weeks ago

    Camas, Washington, United States Specialty Professional Services Full time

    Occupational Therapist - Travel PositionSpecialty Professional Services is seeking a skilled Occupational Therapist to join our team for a travel position in Camas, WA. As a travel Occupational Therapist, you will have the opportunity to work with a variety of clients and gain valuable experience in a dynamic and fast-paced environment.Job...

  • Financial Advisor

    1 month ago

    Camas, United States BrokerHunter Full time

    No Prospecting, No Cold-Calls, Book of Business Is ProvidedStop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

  • Financial Advisor

    4 weeks ago

    Camas, Washington, United States BrokerHunter Full time

    Opportunity OverviewNo prospecting, no cold calls, a book of business is provided.As an Investment Counselor, you will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to clients in the United States.With our commitment to being a fee-only...

  • Senior Financial Analyst

    4 weeks ago

    Camas, United States VanderHouwen Full time

    Senior Accountant OpportunityVanderHouwen is seeking a highly skilled Senior Accountant to join our team in Vancouver, Washington. As a Senior Accountant, you will be responsible for performing accounting functions for assigned client portfolios, gathering and reviewing client financial statements, and maintaining up-to-date knowledge of tax and audit...

  • Accounting Professional

    4 weeks ago

    Camas, United States VanderHouwen Full time

    Accountant I / Accountant IIOur client, a reputable accounting firm in the Vancouver, Washington area, is seeking a highly skilled and motivated Accountant I or Accountant II to join their team. This is an excellent opportunity for someone looking to advance their career in public accounting.Responsibilities:Perform accounting functions for assigned client...

  • Estate Planning Professional

    4 weeks ago

    Camas, Washington, United States LHH Recruitment Solutions Full time

    Job Title: Estate Planning SpecialistLocation: Vancouver, WashingtonSchedule: In-office for the first six months, every day, and then after training, this role is remote one day per weekSalary: $100,000-$130,000 + performance bonusEmployment Type: Full-TimeJob Description:About the RoleLHH Recruitment Solutions is actively seeking an Estate Planning...

  • UK Investment Counsellor

    3 weeks ago

    Camas, Washington, United States Fisher Investments Full time

    Unlock Your Potential as a UK Investment CounsellorAre you a finance professional looking to take your career to the next level? Do you have a passion for working with high-net-worth clients in the UK? We're seeking a skilled Investment Counsellor to join our team at Fisher Investments International.The Opportunity: As a UK Investment Counsellor, you'll be...

  • International Client Services Professional

    4 weeks ago

    Camas, United States Fisher Investments Full time

    OverviewWe're seeking a talented International Client Services Associate to join our dynamic team at Fisher Investments. As a key member of our International Private Client Group, you'll play a vital role in delivering exceptional service to our high net worth clients based in Canada.The OpportunityYou'll work closely with your US and Canadian colleagues to...

  • Estate Planning Professional

    3 weeks ago

    Camas, Washington, United States LHH Recruitment Solutions Full time

    Job Title: Estate Planning SpecialistLocation: Vancouver, WashingtonJob Description:LHH Recruitment Solutions is seeking an experienced Estate Planning Specialist to join our client's team in Vancouver, Washington. The ideal candidate will have a background in estate planning and a strong understanding of trusts and estate planning laws.Responsibilities:*...

  • COTA Professional

    3 weeks ago

    Camas, Washington, United States PRIDE Health Full time

    Job Title: COTAJob Summary:We are seeking a skilled COTA to join our team at PRIDE Health. As a COTA, you will work closely with our healthcare professionals to provide high-quality care to our clients. Your expertise in rehabilitation and patient care will be invaluable in helping us deliver exceptional patient outcomes.Responsibilities:Provide...

  • Vice President of Sales and Client Services

    4 weeks ago

    Camas, Washington, United States Fisher Investments Full time

    Unlock Your Sales PotentialAre you a sales professional looking for a challenging role that focuses on sales and client services? Do you want to join a well-established, multi-billion dollar global investment firm that prioritizes client satisfaction and investment excellence? We have an exciting opportunity for you!The OpportunityYou will be part of a...

  • Marketing Professional

    4 weeks ago

    Camas, United States Peak Performance Group, Inc. Full time

    Marketing Assistant Job DescriptionPrecision Solutions, a leading direct marketing firm, is seeking a highly motivated and detail-oriented Marketing Assistant to join our team. As a Marketing Assistant, you will play a crucial role in supporting our marketing efforts and contributing to the success of our clients.Key Responsibilities:Assist in the...

  • Vice President of Sales

    4 weeks ago

    Camas, WA, United States Fisher Investments Full time

    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...

  • Insurance Sales Professional

    3 weeks ago

    Camas, Washington, United States Staff My Agency Full time

    Staff My Agency is seeking a highly motivated and experienced Licensed Insurance Sales Professional to join our team. As a full-time Insurance Sales Professional, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. You will establish customer relationships and...

  • Pre Diem Direct Support Professional-Vancouver

    3 days ago

    Camas, United States Redwood Family Care Network Full time

    Job DescriptionJob DescriptionJob Title:  Direct Support Professional Job Area:  Vancouver AreaJob Shift: Varies  Job Schedule: Per-Diem  Redwood Family Care Network is an innovative leader in delivering person-centered home and community-based services to individuals with intellectual and developmental disabilities. Our Mission is to provide World...

Financial Services Professional

2 months ago

Camas, United States Fisher Investments Full time

About the Role:

Fisher Investments is seeking a skilled Portfolio Manager to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and educating clients on our investment philosophy.

Key Responsibilities:

  • Partner with sales professionals to onboard new clients and help bring in new assets through client referrals.
  • Educate clients on our investment philosophy and align our portfolio strategy with their goals.
  • Oversee the onboarding process, including the transfer of assets, and collaborate with various teams to provide exceptional service.
  • Introduce clients to their long-term relationship manager and ensure a seamless transition.

Requirements:

  • 3+ years of experience working in financial services.
  • Hold a Series 65 license or obtain one upon hire.
  • Understanding of capital markets and investment products.
  • Ability to manage complexity in a high-volume environment.

Compensation and Benefits:

  • Competitive base salary with opportunities for bonus and commission.
  • Uncapped performance-based compensation with the potential to earn well into six figures.
  • Exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and generous paid time off.

About Fisher Investments:

We are a privately held, multi-billion-dollar global investment firm dedicated to bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us a leader in the industry. Join our team and be part of a purpose-driven organization that invests in its employees and their success.