Investment Counselor: Build Trusted HNW Client Bonds
BrokerHunter
BrokerHunter is hiring Investment Counselors to manage relationships with high-net-worth clients. You’ll receive industry-leading training and support from a dedicated internal team. Responsibilities include educating clients on investment strategies and conducting quarterly reviews. We’re looking for candidates with 1+ years of client-facing experience, strong communication skills, and the ability to obtain a Series 65 license. Join us for a competitive salary, a full benefits package, and opportunities for career growth. #J-18808-Ljbffr BrokerHunter
$10k
...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... .... You will: Work with our UK clients to build a trusting and professional relationship...High net worthWork experience placementWork at officeWork from home- A leading financial services firm seeks an experienced International Investment Counselor in Plano, TX. You will be responsible for managing relationships with high-net-worth UK clients, providing tailored investment education and support. The role emphasizes a consultative...High net worth
$85k - $95k
Positions Investment Counselor & Wealth Builder Location Plano, TX; Tampa, FL; or Camas, WA (open... ...Counselor/Wealth Builder A client of Insight Global is hiring Investment... ...of a long-term career path focused on building trusted relationships with high-net-worth clients...High net worthWork at officeRemote workRelocationRelocation package$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... ...: Be the heart of our Private Client Group, build trusting relationships with our clients and educate...High net worthWork experience placementWork at officeWork from home$10k
...developing a career assisting clients reach their long-term... ...develop our next generation of Investments Counselors at Fisher Investments... ...markets education program building a foundation and understanding... ...term financial goals Build trusting relationships with our clients...High net worthWork at officeWork from home- ...experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role emphasizes financial planning and investment strategies tailored for high-net-worth individuals. Ideal candidates should have a...High net worth
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth... ...and ultra-high net worth clients A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments...High net worth
- Insight Global is seeking candidates for Investment Counselor and Wealth Builder roles in Plano, TX. Investment Counselors manage portfolios for high-net-worth clients, focusing on building relationships rather than sales. Wealth Builders support a larger client base while...High net worth
- ...financial advisory firm is seeking an International Investment Counsellor based in Plano, Texas, to service clients in Canada. Ideal candidates will hold a CFA... ...and client relations. This role emphasizes building trusting relationships and understanding a top-down investment...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...and inclusion. Using a broad investment product and thought leadership platform...
- ...Private Client Investment Associate If you are passionate about client experience and goals driven planning, then our team is the right... ...money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests...
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with...
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA... ...pride in your knowledge of the investment solutions our advisors are recommending... ...interpersonal communication and relationship building skills. Manages time and resources efficiently...High net worthFull timeWork experience placementWork at office- ...Hybrid | Financial Services Our Client is expanding its Advice &... ...into a highly visible role where trust, expertise, and long-term... ...expertise across advanced planning, investment solutions, and advisory... ...consistent, high-touch experience. Build deep trust and client loyalty...High net worthWork at officeRemote workMonday to Friday
- ...Senior Trust Associate At Wells Fargo, we are looking... ...inspired. Help us build a better Wells Fargo.... ...strategies to address clients' unique needs and aspirations... ...topics including investment management, general trust... ...discuss the needs of HNW and UHNW clients and provide...High net worthWork experience placementWork at office
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with...
- ...our insurance, annuity, and investment solutions. We act in integrity... ...promise? To work with you to build a strong financial future.... ...confidence. We’re a lot like the clients we serve. Each of us is... ...appreciate that we are being trusted with your most important...High net worthWork at officeLocal area
$10k
...International Client Services Associate Do you want a career with a firm that's changing... ...while also developing skills to build a unique and rewarding lifelong career.... ...partner firms in the US and UK Work with Investment Counselors to fulfill operational requests from...High net worthWork at officeWork from home$10k
...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... ...landscape Rely on our sales team to gradually build your roster of high-net-worth clients within...High net worthWork experience placementWork at officeWork from home- ...meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke... .... They provide a wide range of investment, deposit, lending, and trust solutions... ...and expertise. You will build, maintain, and expand strong...High net worthWork experience placementWork at office
- ...generational wealth strategies for high net worth clients to include the placement of wealth... ...as a leader and subject matter expert, trusted adviser and technical expert, in complex... ...Wealth Management clients as well as investments and risk at a level to discuss needs and...High net worthLocal area
$65k - $80k
Job Summary Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining...High net worthFull timeTemporary workWork at officeImmediate startRemote workMonday to Friday- A financial services firm in Plano, Texas seeks a Registered Client Associate to assist financial advisors and support client relationship building. Responsibilities include educating clients about services, preparing reports for meetings, and maintaining management systems...High net worth
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...and inclusion. Using a broad investment product and thought leadership platform...
$10k
...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...High net worthTemporary work$10k
...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...High net worthTemporary work- Fisher Investments seeks a Senior Estate Planning Professional in Plano, Texas. This role involves working with high-net-worth clients to assess estate plans, identify planning gaps, and provide strategic guidance. Candidates should possess a Juris Doctorate and at least...High net worth
$150k - $175k
Law Office of Adriane S. Grace, PLLC in Frisco, Texas, seeks a Senior Estate Planning Attorney to guide high-net-worth clients in complex tax strategies and asset protection. The ideal candidate has at least 8 years of experience in estate planning, holds a J.D. with an...High net worthWork at officeWork from home- A leading financial services firm in Plano, Texas, seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The advisor will support a diverse client base, from new savers to high-net-worth individuals. This role emphasizes...High net worth
- ...Does financial data excite you? We’re looking for a Registered Client Associate to: assist financial advisors in client... ...understand the client’s goals provide support for client relationship building and business development activities keep management systems up...High net worthFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Counselor: Build Trusted HNW Client Bonds. Be the first to apply!
- program counselor Plano, TX
- rehabilitation counselor Plano, TX
- licensed professional counselor Plano, TX
- counselor Plano, TX
- education counselor Plano, TX
- day camp counselor Plano, TX
- child care counselor Plano, TX
- employment counselor Plano, TX
- international student counselor Plano, TX
- career counselor Plano, TX

