Investment Counselor
1 week ago
Fisher Investments seeks an experienced Investment Counselor to join our Private Client Group (PCG) and provide exceptional service to high-net-worth clients. This role offers a unique blend of sales, financial planning, and educational responsibilities.
The Opportunity:
This position presents a lucrative opportunity for professional growth, with uncapped performance-based compensation and the potential to earn well into six figures. You will benefit from ongoing sales coaching, access to internal support teams, and a collaborative work environment.
The Day-to-Day:
As an Investment Counselor, your responsibilities will include partnering with sales professionals to onboard new clients, developing and implementing tailored investment strategies, and educating clients on Fisher's investment philosophy.
Your Qualifications:
We require 3+ years of experience working in financial services, a Series 65 license, and an understanding of capital markets and investment products.
Estimated Salary: $100,000 - $160,000 per year.
Why Choose Fisher Investments:
We prioritize our employees' growth and well-being, offering exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and family support programs.
],-
Investment Counselor
1 week ago
Plano, Texas, United States Fisher Investments Full timeInvestment Counselor Role DescriptionFisher Investments is seeking an Investment Counselor to join our team. As an Investment Counselor, you will serve as the short-term point of contact for high-net-worth clients and be responsible for welcoming and onboarding new clients by applying your financial planning knowledge and consultative approach.This is a...
-
Portfolio Management Specialist
1 week ago
Plano, Texas, United States Fisher Investments Full timeCultivate Long-Term Relationships and Drive Business GrowthFisher Investments is a global investment firm seeking an experienced Portfolio Management Specialist to join our New Client Conversion (NCC) group. As a Portfolio Counselor, you will serve as the primary point of contact for high-net-worth clients, providing financial planning expertise and...
-
Portfolio Strategist
1 week ago
Plano, Texas, United States Fisher Investments Full timeAbout Fisher Investments">Fisher Investments is a fee-only fiduciary firm dedicated to bettering the investment universe. Our inclusive culture, customized learning and development framework, and Great Place to Work Certification set us apart.">The Role">We are seeking an Investment Counselor to join our Private Client Group. As the voice of Fisher...
-
Investment Counselor
3 months ago
Plano, United States Fisher Investments Full timeStop prospecting! 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....
-
Medical Counselor
3 weeks ago
Plano, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? 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 passionate about sales, financial planning, and...
-
Portfolio Counselor
4 weeks ago
Plano, United States Fisher Investments Full timeAre 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...
-
Financial Counselor
3 months ago
Plano, United States Fisher Investments Full timeStop prospecting! 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....
-
Investment Advisor
3 weeks ago
Plano, United States Management Business Solutions Full timeIn this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the best service possible. Build trusting relationships with clients and educate them on portfolio strategy, their investments and important market events. Proactively...
-
Financial Counselor
1 month ago
Plano, United States Medical City Dallas Full timeDescription Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Financial Counselor with Medical City Dallas you can be a part of an organization that is devoted to giving back! Benefits Medical City Dallas, offers a total rewards package that supports the health, life, career and retirement...
-
Financial Advisor
2 months ago
plano, United States BrokerHunter Full timeNo 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
6 months ago
Plano, United States BrokerHunter Full timeNo 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
3 months ago
plano, United States BrokerHunter Full timeNo 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
1 month ago
Plano, TX, United States BrokerHunter Full timeNo 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...
-
Part-Time Service and Operations Associate
3 days ago
Plano, United States Fisher Investments Full timeImagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a...
-
International Client Service Associate
4 weeks ago
Plano, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...
-
International Client Service Associate
1 month ago
Plano, TX, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...
-
Estate Planning Specialist
3 months ago
Plano, TX, United States Fisher Investments Full timeDo you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...
-
Lactation Consultant RN
2 weeks ago
Plano, United States Medical City Plano Full timeDescription IntroductionMedical City Plano is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for Lactation Consultant RN position and spend more time at the bedside with the patient.BenefitsMedical City Plano, offers a total rewards...
-
Financial Advisor – Estate Planning
2 months ago
Plano, TX, United States Fisher Investments Full timeDo you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...
-
Lactation Consultant RN
2 weeks ago
Plano, United States Medical City Plano Full timeDescription IntroductionMedical City Plano is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for Lactation Consultant RN position and spend more time at the bedside with the patient.BenefitsMedical City Plano, offers a total rewards...
-
Lactation Consultant RN
2 weeks ago
Plano, United States Medical City Plano Full timeDescription IntroductionMedical City Plano is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for Lactation Consultant RN position and spend more time at the bedside with the patient.BenefitsMedical City Plano, offers a total rewards...
-
Lactation Consultant RN
2 weeks ago
Plano, United States Medical City Plano Full timeDescription IntroductionMedical City Plano is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for Lactation Consultant RN position and spend more time at the bedside with the patient.BenefitsMedical City Plano, offers a total rewards...
-
Lactation Consultant RN
2 weeks ago
Plano, United States Medical City Plano Full timeDescription IntroductionMedical City Plano is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Submit your application for Lactation Consultant RN position and spend more time at the bedside with the patient.BenefitsMedical City Plano, offers a total rewards...