Client Investment Advisor

1 week ago

Addison, TX, United States Fisher Investments Full time

Are you ready to stop prospecting and make a meaningful impact? Join our esteemed firm as a Client Investment Advisor, where you'll manage a dedicated roster of high-net-worth clients. Since 1995, Fisher Investments has pioneered a premium approach tailored for private clients, allowing you to focus solely on client service and investment education.

The Opportunity:

As a Client Investment Advisor, you will serve as the primary contact for our clients. Collaborate with internal portfolio managers, research teams, and our exceptional sales team to provide unparalleled service and investment insights. Embrace our fee-only fiduciary structure, ensuring your priorities align perfectly with those of our clients. Our comprehensive training program will equip you with in-depth finance and capital markets knowledge, empowering you in your role.

Your Day-to-Day Responsibilities:

  • Become an integral part of our Private Client Group, fostering strong relationships and guiding clients through our top-down portfolio strategy and important market events.
  • Connect with clients quarterly to assess their asset allocation and align our strategies with their long-term financial objectives.
  • Work closely with our sales team to gradually expand your roster of high-net-worth clients within your first year.

Your Qualifications:

  • 2+ years of experience building trust and client relationships in the finance sector.
  • Hold a Series 65 license (we will assist in obtaining this upon your start).
  • Bachelor's degree or equivalent professional experience.
  • A client-centric, thoughtful consultative approach.

Why Fisher Investments?

We operate with a noble purpose: to better the investment universe. Our culture promotes inclusivity and growth, with tailored learning and development for every employee. Recognized as a Great Place to Work, we attribute our success to our people and invest in their well-being through exceptional benefits, including:

  • 100% coverage for medical, dental, and vision premiums for you and your qualifying dependents.
  • A generous 50% 401(k) match, up to the IRS maximum.
  • 20 days of PTO plus 10 paid holidays to recharge and relax.
  • Family Support benefits, including 8 weeks of Paid Primary Caregiver Leave and assistance with family planning and care.
  • This position is based in our office. Eligible employees may have the chance to participate in our hybrid work-from-home program, which is subject to change.

Fisher Investments is an Equal Opportunity Employer.

  • Financial Advisor

    7 days ago

    Addison, TX, United States Northwestern Mutual Full time

    OverviewBecoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...

  • Client Service Associate

    7 days ago

    Addison, TX, United States BOK Financial Full time

    Req ID: 77264 Location: Dallas -DAL Areas of Interest: Administrative; Private Banking; Relationship Management Pay Transparency Salary Range: Not Available Application Deadline: 12/26/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...

  • Private Client Adviser

    2 weeks ago

    Addison, TX, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where...

  • Client Services Executive

    5 days ago

    Addison, TX, United States World Wide Technology Full time

    Candidate must live in or near Dallas, TX Consulting experience and/or proven history of successful consultative sales Bachelor's or Master's degree or equivalent experience 10 years of related experience defining, selling, and delivering large scale services engagements Ability to negotiate mutually agreeable outcomes in complex project/program...

  • Treasury Client Services Professional III

    1 day ago

    Addison, TX, United States BOK Financial Full time

    Req ID: 77139 Location: Dallas -DAL, Denver -DEN, Fort Worth -FTWT Areas of Interest: Treasury Services Pay Transparency Salary Range: $55,000 - $75,000 Application Deadline: 12/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...

  • Treasury Client Svcs Professional I

    3 days ago

    Addison, TX, United States BOK Financial Full time

    Req ID: 77350 Location: Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Oklahoma City -OKC, Tempe -TEMP, Tulsa -TUL Areas of Interest: Treasury Services; Commercial Banking Pay Transparency Salary Range: $42,000-$56,000 Application Deadline: 12/25/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private...

  • Wealth Management Consultant

    2 weeks ago

    Addison, TX, United States Fisher Investments Full time

    Stop searching for clients! Join our esteemed firm as a Wealth Management Consultant and connect with a dedicated roster of high-net-worth individuals. Since 1995, Fisher Investments has pioneered a specialized approach focused exclusively on our private clients. With a structured environment that separates sales from client service, you can focus solely on...

  • Audit Senior Associate

    5 days ago

    Addison, TX, United States JLK Rosenberger Certified Public Accounts Full time

    About JLK Rosenberger: JLK Rosenberger is a regional certified public accounting firm and one of the top 10 insurance practices in the nation. We are focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and...

  • Audit Senior Associate

    2 weeks ago

    Addison, TX, United States JLK Rosenberger Certified Public Accounts Full time

    About JLK Rosenberger: JLK Rosenberger is a regional certified public accounting firm and one of the top 10 insurance practices in the nation. We are focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and...

  • Audit Senior Associate

    3 days ago

    Addison, TX, United States JLK Rosenberger Certified Public Accounts Full time

    About JLK Rosenberger: JLK Rosenberger is a regional certified public accounting firm and one of the top 10 insurance practices in the nation. We are focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and...