Wealth Builder: Investment Counselor (Hybrid)
Fisher Investments
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. Candidates should have a Bachelor’s degree and at least one year of experience in a relevant setting. Exceptional benefits include fully paid premiums for medical, dental, and vision, and a robust training program for the Series 65 certification. #J-18808-Ljbffr 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...Suggested
$10k
...Come join our firm as an International Investment Counsellor to service a roster of high-net... ...:As an International Investment Counselor, you are the voice of Fisher Investments... ...have the opportunity to participate in our hybrid work from home program. This program is...SuggestedWork at officeWork from home- Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service... ...and cohesive approach to addressing all of your wealth management needs. Nick joined Fisher Investments in 2020. He...SuggestedPrivate practice
$10k
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER...SuggestedWork experience placementWork at officeWork from home- ...helping them reach their financial aspirations. The role involves triaging client leads, conducting meetings to review financial and investment goals, and recommending brokerage products. Qualified candidates should hold Series 7 and 66 licenses, with experience in the...Suggested
- 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...
- JPMorgan Chase & Co.'s Wealth Management team is seeking an Investment Professional to support clients over the phone and in person, helping them reach their financial goals through informed guidance and exceptional service. You will navigate licensing requirements, manage...
$10k
...looking to develop our next generation of Investments Counselors at Fisher Investments through the... ...potential to work your way up to our Premier Wealth Management team where you will manage... ...the opportunity to participate in our hybrid work from home program. This program...Work at officeWork from home- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building... ...to diversity and inclusion. As an Investment Professional (Licensed, Partially Licensed... .... Following training, transition to a hybrid environment, where team members work in...Work at officeLocal areaRemote workMonday to Friday3 days per week
- Huntington Bank in Plano, TX is seeking a Financial Relationship Banker to serve both consumer and business customers. You will grow relationships by proactive outreach, conduct pre-set appointments, and refer clients to other bank teams to deepen engagement. You will help...Work at office
- MarshBerry is seeking an Investment Banking Intern for Summer 2027 in Plano, TX. This role involves analyzing client business data and financial documents, and supporting merger and acquisition advisory, business valuation, and other financial consulting projects. The...Summer workInternshipWork at office
- Fisher Investments is seeking an experienced Enterprise Architect (Investment Solutions) to design and govern enterprise architecture, focusing... ...on Front, Middle, and Back Office solutions in a large wealth management setting with a global footprint. You will partner with...
$10k
...problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe... ...you may have the opportunity to participate in our hybrid work from home program. This program is subject to change...Work at officeWork from home$10k
...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 New Client Counselor in our New Client Conversion (NCC) group....Temporary work$85k - $145k
...lives by integrating financial planning, investment management, business management, tax,... ...criteria methodologyhere . Job Summary The Wealth Path Wealth Advisor works in a client-... ...required internal or external trainings. #LI-Hybrid The annualized base salary range for...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Our client is one of the nation’s most respected investment management and wealth advisory organizations, serving millions of investors worldwide through... ...vision coverage Retirement savings and matching programs Hybrid work environment Relocation assistance for qualified...WorldwideRelocation package
- Fisher Investments in Plano, Texas is seeking a New Client Counselor to join their New Client Conversion group. In this role, you will serve as the point of contact for high-net-worth clients, helping them navigate their financial journeys. You will work closely with sales...
- ...Job Description Job Description About the Role: Eagle Transmission West Plano is looking for a skilled Transmission Builder to join our team in Plano, TX! This is a hands-on role where your expertise will keep vehicles running smoothly and customers back on the...
- ...this role is designed to ensure our philanthropic and community investments align with business goals. We’re looking for someone who can... ...social responsibility, or a closely related field. A relationship‑builder who’s equally comfortable in a plant conference room, a...Local area
- Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We are looking for an experienced Licensed Loan Officer...Temporary work
- ...seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This...Work experience placementWork at office
- A leading financial services company in Plano is seeking a Loan Originator to market and promote its products. You will be responsible for establishing and maintaining relationships with clients and ensuring a smooth loan process from application to closing. Applicants ...Full time
$12.5k
WhiteWater Express Car Wash is seeking a Store Manager/Assistant Manager to cultivate a positive team culture, drive customer satisfaction, and develop future leaders. You will support daily operations and cover GM duties when needed, ensuring safety, service standards,...- ...Investment Officer Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we're passionate about transforming goals into achievements and...Temporary workCasual workWork at officeFlexible hours
- ...Full-Time About The Noble Group The Noble Group is a premier wealth management and retirement consulting firm managing over $2.0 B... ...hands-on experience across client service, financial planning and investment implementation, compliance workflows, and operational...Full timeWork at office
- ...management and analytical support to two Regional Directors within Wealth Management. You will help translate performance data into... ...including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re...Shift work
- J.P. Morgan Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will engage clients, fostering relationships while demonstrating expertise in financial markets and technology. The ideal candidate...
- Talbots is seeking a part-time retail associate at Store 00109 Plano, TX to deliver exceptional customer experiences and build lasting client relationships. You will work in a fashion-forward environment, helping clients with styling and product recommendations while representing...Part timeWeekend workAfternoon shift
- ...economic growth and workforce opportunity across the United States—investing over $100 billion and employing more than 20,000 people... ...Responsibilities As Senior Digital Marketing Manager for Samsung Builder and Dacor Luxury Appliances, you will oversee and manage all digital...Hourly payFull time
- ...individual to lead and grow a mortgage branch operating within a builder‑aligned and/or joint venture (JV) environment. This role is... ...financial services company providing insurance, mortgage, and investment services. Headquartered in San Antonio, Texas. #J-18808-Ljbffr...Work at office
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