Investment Counselor

7 days ago

Dallas, United States Fisher Investments Full time

Stop 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. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an Investment Counselor, you are the voice of Fisher Investments to 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 possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

 

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Portfolio Counselor

    4 months ago

    Dallas, United States Fisher Investments Full time

    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...

  • Portfolio Counselor

    7 days ago

    DALLAS, United States Fisher Investments Full time

    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...

  • Investment Relationship Manager

    2 weeks ago

    Dallas, Texas, United States Fisher Investments Full time

    Foster long-term relationships with high-net-worth clients as a Portfolio Counselor at Fisher Investments. This lucrative role offers uncapped performance-based compensation, allowing you to earn well into 6-figures.The OpportunityAs a key member of our Private Client Group (PCG), you will serve as the short-term point of contact for our clients, applying...

  • Investment Counselor

    1 month ago

    Dallas, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    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...

  • Student Services Counselor

    1 month ago

    Dallas, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    Are 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...

  • Financial Counselor

    1 month ago

    Garland, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    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...

  • Real Estate Counselor Position

    5 hours ago

    Dallas, Texas, United States Scout Legal Full time

    About the RoleWe are looking for a seasoned Real Estate Attorney to join our team in Dallas, TX.This is a full-time, on-site position that requires a 2-5 year attorney with expertise in real estate developments and investments.The successful candidate will have a strong understanding of real estate law and the ability to communicate effectively with clients...

  • Service and Operations Associate

    3 weeks ago

    Dallas, United States Fisher Investments Full time

    Imagine 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...

  • Consulting, Senior Manager

    6 months ago

    Dallas, United States Deloitte Full time

    Position Summary Deloitte Consulting LLP seeks a Consulting, Senior Manager in Dallas, Texas and various unanticipated Deloitte office locations and client sites nationally. Work You’ll Do Lead SAP software advisory and implementation services to help companies unlock the value of technology investments as discrete services or comprehensive...

  • Clinic RN- Maternal Fetal Medicine Main Campus

    2 weeks ago

    Dallas, United States University of Texas Southwestern Medical Center Full time

    WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort...

  • Primary Care Nurse Practitioner

    2 months ago

    Dallas, United States Frontier Health Full time

    Job DescriptionJob DescriptionAt Frontier Health, we're transforming healthcare. Our patients get access to the care they need quickly and efficiently while experiencing improved health outcomes for the first time in their life. Join us in shaping the future of healthcare!TRANSFORM HEALTHCARE AND CREATE MASSIVE IMPACT We build experiences people love by...

  • Clinic RN- Maternal Fetal Medicine Main Campus

    1 week ago

    Dallas, TX, United States University of Texas Southwestern Medical Center Full time

    WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort...