UK High-Net-Worth Investment Counselor
Fisher Investments
Fisher Investments is looking for an International Investment Counselor to work with high-net-worth clients in the UK from our Tampa, FL office. You will build professional relationships, educate clients on financial strategies, and ensure their long-term investment goals are met. The ideal candidate has a Bachelor's degree, 2+ years of asset management experience, and must pass the Series 65 exam. Benefits include fully paid medical premiums, a 401(k) match, and generous PTO. #J-18808-Ljbffr Fisher Investments
$10k
...International Investment Counselor 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 International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments...High net worthWork experience placementWork at officeWork from home- A financial services firm is seeking an Investment Counselor to provide exceptional service to high-net-worth clients in Tampa, Florida. You will benefit from a strong internal support team and a unique training program to enhance your finance skills. Ideal candidates should...High net worth
$10k
...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...High net worthWork experience placementWork at officeWork from home$10k
...Investment Counselor Wealthbuilder Do you have a passion for helping others? Are you interested in developing a career assisting clients... ...Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with...High net worthWork at officeWork from home$85k - $95k
...Florida is seeking a Relationship Manager to handle a portfolio of high net worth clients, ensuring effective management of assets and strong client communication. This involves educating clients on investment philosophy and market trends to help them achieve their long-...High net worth$10k
...prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar... ...investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group... ...the short-term point of contact for our high-net-worth clients. Welcome new clients by applying...High net worthTemporary work- ...Tax Manager, High Net Worth Tampa, Florida, United States Join Frazier & Deeter and be a... .... With several offices across the U.S., UK, and India, there is a spot for you!... ...consultation regarding tax implications on investments, mergers and acquisitions, reorganizations...High net worthWork at officeLocal area
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- ...Environment: A collaborative, inclusive, high‑integrity culture focused on... ...estate, professional services, and high-net-worth individuals. This role includes reviewing... ...partnership taxation, partnership equity investments, S‑Corporation tax returns, and individual...High net worthFull timeWork at officeImmediate start
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...-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are... ...and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base...High net worth$85k - $110k
...dependent on season). FIRM OVERVIEW Growing tax preparation and advisory practice backed by an established investment advisory group serving high net worth individuals, small businesses, and nonprofit organizations with integrated tax accounting and financial...High net worth- ...management firm and work directly with the founder to serve high‑net‑worth families, attorneys, business owners, and retirees nationwide... ...advanced financial, tax, and estate plans for HNW clients. Lead investment conversations and planning reviews. Collaborate as part of a...High net worthFull time
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- ...multigenerational families with $1M+ in investable assets. We operate with the rigor and attentiveness... ...effectively within a collaborative, high-trust environment, and is motivated by... ...of Work Exposure to complex, high-net-worth client situations requiring thoughtful,...High net worthApprenticeshipWork at office
- ...Position Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial... ...you will serve as the primary advisor for a select group of high-net-worth individuals and families. You will partner closely with...High net worthWork at office
$165k - $200k
...Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned...High net worthTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$197k - $303k
...modernizing our WealthTech and investment platforms, and reimagining how... ...of your region—identifying high‑value markets, elevating advisor... ...ensure that they are driving net new AUM in the markets, while... ...resource for complex and high‑net‑worth client needs. Operational &...High net worthLocal area- ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing... ...development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner...High net worthWork at officeLocal area
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- ...Engineer – Fixed Income We're partnering with a leading global investment manager seeking an experienced fixed income investor to play a... ...opportunity to build rather than simply maintain portfolios, this is worth exploring. What You’ll Do Partner directly with the Investment...
- A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will have 2+ years of experience in trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission is...High net worthPrivate practice
- ...next Florida bar) This is a strong opportunity to join a collaborative team handling sophisticated estate planning matters for high-net-worth individuals and families. The firm offers meaningful client interaction, mentorship, and long-term growth potential within the...High net worthPrivate practice
- ...Client Relationship Manager to join their Advisory Group. This role is focused on nurturing relationships with high-net-worth clients, providing insights on investment strategies without the pressure of sales targets. Ideal candidates will excel in relationship management...High net worth
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