Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UK Private Wealth Counselor | International Investments

Fisher Investments

A financial services firm located in Plano, Texas, is seeking an International Investment Counselor to manage high-net-worth clients from the UK. The role requires building strong client relationships and reviewing investment strategies quarterly. Candidates must have a Bachelor's degree and at least 2 years of relevant experience, along with a consultative approach to client service. Fisher Investments offers a supportive culture with comprehensive benefits, including paid medical coverage and generous PTO. #J-18808-Ljbffr Fisher Investments

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UK Private Wealth Counselor | International Investments in Plano, TX vacancy
  • $10k

     ...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...  ...developed a specialized approach focused on our private clients. With a firm structure that practices... 
    International
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    2 days ago
  • 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... 
    International

    Fisher Investments

    Plano, TX
    5 days ago
  • JPMorganChase in Plano, Texas is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to clients ranging from first-time savers to high-net-worth individuals. The role demands excellent relationship... 
    Private

    JPMorganChase

    Plano, TX
    2 days ago
  •  ...-DAL Areas of Interest: Wealth Management Pay Transparency...  ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...  .../or voluntary codes and with internal policies and procedures to... 
    International
    Private
    Local area

    BOK Financial

    Addison, TX
    4 days ago
  •  ...Wealth Management Mortgage Processing Specialist Join a team...  ...skills make a real impact for Private Bank clients. As a Wealth Management...  .... You coordinate with internal and external partners to facilitate...  ...and today we are a leader in investment banking, consumer and small... 
    Private
    Bank staff
    Flexible hours

    Chase

    Plano, TX
    3 days ago
  •  ...Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team, you will...  ...Estates business within the Global Private Bank. You partner with the Business...  ...risk themes across United States and international activity and recommend actions that... 
    International
    Private

    Chase

    Plano, TX
    3 days ago
  •  ...us ****@*****.***. Private Wealth Associate Areas of Interest: Wealth Management...  ...NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...  ...leans in to mold talent and build an internal bench for the private wealth organization... 
    International
    Private
    Apprenticeship
    Work at office
    Local area

    BOK Financial

    Plano, TX
    5 days ago
  •  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions...  ...financial goals. You will comply with internal control, audit, security, and compliance... 
    International
    Private
    Local area

    BOK Financial

    Plano, TX
    4 days ago
  • A financial advisory firm is seeking an International Investment Counsellor based in Plano, Texas, to service clients in Canada. Ideal candidates will hold a CFA Level 1 and possess a minimum of 4 years of experience in portfolio management and client relations. This role... 
    International

    Fisher Investments

    Plano, TX
    3 days ago
  •  ...Wealth Management Credit Forecasting Vice President As a Wealth...  ..., Wealth Management and International Consumer Bank (ICB) portfolios...  ...(i.e., Wealth Management, Private Banking) About Us Chase...  ...mortgages, auto financing, investment advice, small business loans... 
    International
    Private
    Immediate start

    Chase

    Plano, TX
    5 days ago
  • $50k - $60k

     ...Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano,...  ...unique comprehensive wealth management/income plan Regularly...  ...knowledge of financial planning, investment strategies, and risk...  ...financial and tech-enabled services private equity firms and by its... 
    International
    Private
    Full time
    Work at office
    Night shift

    Simplicity Group Holdings

    Plano, TX
    5 days ago
  •  ...is seeking a Portfolio Manager for its Private Asset Management team. This individual will...  ...client portfolios and provide tailored investment strategies. Key responsibilities include...  ...The ideal candidate has over 5 years of wealth management experience and a University... 
    Private

    TIAA

    Frisco, TX
    5 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ...diversity and inclusion. Using a broad investment product and thought leadership platform...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 

    Chase

    Plano, TX
    2 days ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...  ...diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and... 

    JPMorganChase

    Plano, TX
    2 days ago
  •  ...A financial services firm in Plano, TX is seeking an International Client Services Associate to join their International Private Client Group. This onsite role involves working closely with UK clients, managing operational aspects of client relationships, and collaborating... 
    International

    Fisher Investments

    Plano, TX
    3 days ago
  •  ...Private Client Investment Associate If you are passionate about client experience and goals driven planning, then our team is the right place...  ...to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within... 

    Chase

    Plano, TX
    2 days ago
  •  ...Senior Wealth Advisor Senior Wealth Advisors are responsible for developing comprehensive...  ...planning services to new and existing Private Wealth Management clients Identifies...  ...Wealth Management clients as well as investments and risk at a level to discuss needs and... 
    Local area

    Hancock Whitney

    Plano, TX
    2 days ago
  • A financial services firm in Plano, Texas is seeking an Investment Counselor - Wealthbuilder to assist clients in achieving their financial goals. This role involves collaborative work with teams and clients, focused on education and communication around portfolio strategies... 

    Fisher Investments

    Plano, TX
    5 days ago
  •  ...Relationship Manager – Advice & Wealth Management Hybrid | Financial Services Our...  ...your expertise across advanced planning, investment solutions, and advisory partnerships...  ...with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable... 
    Private
    Work at office
    Remote work
    Monday to Friday

    Kyler Professional Search

    Plano, TX
    5 hours ago
  •  ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...Senior Auditor Private Bank/Wealth Management Solutions Internal Audit Team Join our Private Bank/Wealth Management Solutions Internal Audit team and...  ...families; Wealth Management Solutions, which provides investment expertise and global market insights; and Workplace... 
    Private
    Visa sponsorship

    Chase

    Plano, TX
    7 days ago
  •  ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...  ...the bank. You're a counselor, connector, and relationship...  ...build and nurture relationships internally and externally to set yourself... 
    International
    Private
    Minimum wage
    Work at office
    Local area

    BOK Financial

    Addison, TX
    5 days ago
  •  ...The Client Specialist is a sophisticated wealth expert that focuses on holistically...  ...In partnership with wealth advisors and private client bankers, you will uncover opportunities...  ...clients A sound knowledge base of investing, trust and estates, financial planning,... 

    Chase

    Plano, TX
    3 days ago
  • A leading financial services organization is seeking a Private Wealth Associate in Plano, Texas. This role is an apprentice position designed to teach the specific policies and operating procedures within Private Wealth, transitioning into a Private Banker role in 24-3... 
    Private
    Apprenticeship

    BOK Financial Corporation

    Plano, TX
    2 days ago
  •  ...Private Wealth Advisor This team is passionately dedicated to the communities they serve,...  ...approach. They provide a wide range of investment, deposit, lending, and trust solutions...  ...compliance with all regulatory, legal, and internal policies. You will develop and... 
    Private
    Work experience placement
    Work at office

    BOK Financial

    Plano, TX
    4 days ago
  •  ...? Join J.P. Morgan's Asset & Wealth Management Operations team as...  ...the Lead Business Manager for Investment Product Operations Business...  ...presentations and reports for internal and external stakeholders....  ...leading investment management and private banking solutions. Asset... 
    Private

    Chase

    Plano, TX
    7 days ago
  •  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking...  ...that serves consumers, small businesses and international corporations-and everything in between. Facts... 
    International
    Private
    Local area

    BOK Financial

    Addison, TX
    7 days ago
  •  ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 

    JPMorganChase

    Plano, TX
    4 days ago
  •  ...The Client Specialist is a sophisticated wealth expert that focuses on holistically...  ...In partnership with wealth advisors and private client bankers, you will uncover opportunities...  ...clients A sound knowledge base of investing, trust and estates, financial planning,... 

    JPMorgan Chase

    Plano, TX
    3 days ago
  • $350k

     ...the Dallas-Fort Worth metroplex boasts a wealth of local lakes, parks, and trails...  ...in Texas  Some of the top public and private schools in the state and prestigious local...  ...with convenient access to DFW - a major international airport - as well as Dallas Love Field,... 
    International
    Private
    Full time
    Part time
    Live in
    Local area
    Shift work
    Night shift

    AMN Healthcare

    Plano, TX
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UK Private Wealth Counselor | International Investments. Be the first to apply!