Financial Consultant (Arlington)
$10kFisher Investments
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 eventsProactively 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 goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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- ...Relationship Banker Arlington, Texas;Arlington, Texas; Grand Prairie, Texas To proceed with your application, you must be at least... ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...SuggestedWork at officeShift workWeekend workDay shift
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...26-00707 Use your skills where innovative technology solutions begin. ECLARO is looking for a Security Analyst for our client in Arlington, TX. ECLARO’s client is a leading technology solutions provider, collaborating with customers to manage their needs and achieve success...- A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters. This remote role emphasizes mentoring and training, with no prior experience required. Candidates with customer service or management...Remote jobFlexible hours
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...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...relationship building ~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher...Work at officeWork from home- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
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...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...6. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Are you looking for a Teller position here at EECU? EECU is looking for a Bilingual Financial Center Consultant I (Teller) for our Little Road location in Arlington that will create energy and excitement around EECU products and services, providing the right solutions...Monday to Friday
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...Financial Services Representative - State Farm Agent Team Member As a Financial Services... ...reinforces your sales-minded and consultative approach to educating customers on their... ...their dreams. Our office is located in Arlington and is open 9-5pm. Before becoming a State...For contractorsWork at officeWork from homeRelocation packageFlexible hours- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Full timeLocal area
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Senior financial analyst • grand prairie tx Last updated: 4 days ago Full-time Financial... ...and analysis, presentation of results, consulting and recommending process improvements... ...are: Frisco Irving Plano Arlington Dallas Allen The 10 cities...Permanent employmentFull timeRemote workWork from homeShift work- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
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...This position will assist in the budget process by analyzing financial information required to produce an annual operating budget. This... ...Check It is the policy of The University of Texas at Arlington to conduct a pre employment background check on any applicant...Work at officeRemote workMonday to FridayAfternoon shift- ...opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and... ...Experience training. Job Branch Banking Primary Location Texas-Arlington Work Locations TX – Little Rd WM-0719 Minimum Qualifications /...Full timeLocal area
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- ...check cashing, as needed Use all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs...Monday to Friday
$10k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...robust training and support once you start) ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher...Work at officeWork from home- ...PNC's Retail Branch Banking organization, you will be based in Arlington, TX at the Sublett-Cooper branch. Bilingual in Spanish... ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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