UK HNW Investment Counselor
Fisher Investments
Fisher Investments is seeking an International Investment Counselor to support high-net-worth clients in the UK. You'll work collaboratively with internal teams and focus on exceptional client service without having to prospect. This role is based in Plano, Texas, and offers comprehensive training and benefits. Key qualifications include a Bachelor's degree, 2+ years in asset management, and passing the Series 65 exam. Join us to better the investment universe. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the UK HNW Investment Counselor in Dallas, TX vacancy
$10k
...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 International has developed a...High net worthWork experience placementWork at officeWork from home$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
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. The Opportunity: The Investment Counselor -...High net worthWork at officeWork from home- ...SunTrust Investment Services, Inc. is seeking a Financial Advisor to manage and prepare comprehensive financial plans for High Net Worth... ...The ideal candidate will have a strong track record in advising HNW individuals, advanced analytical and communication skills, and...High net worth
- A leading investment advisory firm in Dallas, TX seeks a Relationship Manager to join their talented team. The role involves serving high-net-worth clients, facilitating client onboarding, and maintaining updated client records. Candidates should possess a Bachelor's degree...High net worth
$100k
...Provide advanced financial planning, portfolio reviews, and investment guidance Partner with internal specialists to win and service... ...$250K+ trailing 12-month revenue ~$25MM+ AUM ~ At least 10 HNW client relationships ($1MM+ households) ~10+ completed financial...High net worthRemote workShift work- ...business, partnership, and pass-through tax considerations for entities and operating businesses Provide tax analysis related to investment decisions, liquidity events, and private investment structures Collaborate with external accounting firms to review returns and identify...High net worthWork at office
- ...family office and private capital client offerings with a five-person team, and $83 billion asset manager American Beacon names new investment product head. In the newly created role, Keeton will oversee and lead Prospera’s investment services, including alternatives,...High net worthBank staffWork at office
- ...family-friendly, flexible culture. They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager... ...clients feel • Identify and resolve complex issues tied to investment income, private equity, and hedge funds. • Support planning...High net worthLive inWork at officeRemote workFlexible hours
$250k
Citi is seeking an Invst Counselor Func Grp Mgr to manage multiple teams of senior professionals in Dallas, Texas. The role involves coordinating the CPB Investments Business, executing strategies, and engaging directly with clients. The ideal candidate should have 15+...$250k
A leading financial institution in Dallas is seeking an experienced Investment Counselor Manager to oversee multiple teams and drive strategic investment initiatives. The role requires over 15 years of experience in investment management and a strong understanding of Capital...$250k
...coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets... ...large team of investment professionals including Investment Counselors and Product Specialists. Works effectively across the region,...Full time- ...holistic approach. Our services go beyond wealth management and investment portfolio management—we integrate tax planning, estate and... ...experience in bookkeeping, bill pay, or accounting (family office or HNW experience a plus) Proficiency in QuickBooks and Bill.com (...High net worthTemporary workWork at office
$125k - $191k
...compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately-owned business, investment partnerships, estates, and trusts Preferred: Master's degree in Accounting or related field Technical knowledge sufficient to...High net worthFlexible hours- ...A leading global investment firm is seeking a Financial Analyst in Dallas, Texas, who is a self-starter with a passion for financial markets. The role involves working closely with Private Wealth Advisors to manage relationships and investment processes for high net worth...High net worth
- ...platform is seeking a Financial Advisor to manage high-net-worth client portfolios. The role involves advanced financial planning and investment guidance, alongside growth strategy initiatives. Ideal candidates will have 1–3 years of experience, active financial licenses,...High net worth
- ...systems' reasoning in personal finance. Your role will involve reviewing AI responses and providing feedback on financial planning and investment strategies. Candidates should have over 4 years of relevant professional experience, particularly with high-net-worth clients,...High net worthFor contractorsRemote work
$125k - $191k
...compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts Additionally, the following qualifications are preferred: Master's degree in...High net worthFlexible hours- ...~ Assistin the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial Statements ~ Prepare general ledger and work paper...High net worthLocal area
- ...looking to hire a Manager, Wealth Management Advisory Services. The Advisory Services Group (ASG) provides platforms and services to investment advisors in HTS, HTIN and correspondent firms who manage private portfolios for both high net worth and institutional clients....High net worthWork experience placement
- Corda Investment Management in Dallas is seeking a Financial Advisor to work with high-net-worth clients in a collaborative, team-centric environment. This position focuses on delivering personalized investment guidance and building lasting client relationships. The successful...High net worth
- ...suite of wealth management solutions. Ideal candidates will possess significant experience in sales and client management, holding necessary financial licenses, and demonstrating expertise in credit and investment products. #J-18808-Ljbffr Truist Financial CorporationHigh net worth
- CORDA Investment Management, LLC in Dallas, Texas is seeking a dedicated Financial Advisor to enhance client relationships and provide personalized investment guidance. This full-time role emphasizes collaboration with a skilled team to deliver comprehensive wealth management...High net worthFull time
- A leading global investment firm is seeking a dynamic Private Wealth Advisor to provide comprehensive investment solutions for ultra-high net worth clients. This role requires strong interpersonal skills, collaboration with partners, and a thorough understanding of financial...High net worth
- ...business and managing relationships with high-net worth clients. Responsibilities include identifying client needs, delivering tailored investment recommendations, and collaborating with experienced advisors. Ideal candidates should possess relevant licenses and demonstrate...High net worth
- CORDA Investment Management is looking for a Financial Advisor in Dallas, Texas. This position involves working with high-net-worth clients, focusing on relationship management and providing investment guidance. The ideal candidate will have Series 65 or equivalent, 2+...High net worthWork at office
- ...Banker III. This role involves managing and developing profitable relationships with high net worth clients, focusing on loans, investments, and financial services. Ideal candidates will have a Bachelor's degree and at least 10 years of experience in client relations and...High net worth
$112 per hour
...Licensed Professional Counselor (LPC) Wage: Up to $112/hour Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and...Bi-weekly payPrivate practice$146k - $200k
...comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the...High net worthPrivate practiceWork at office$140k - $175k
...through Financial Planning & Strategy Develop and deliver comprehensive financial plans across retirement, tax, estate, and investments Utilize eMoney for planning and client deliverables Leverage Holistiplan for advanced tax analysis and planning strategies...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UK HNW Investment Counselor. Be the first to apply!
Related searches
- day camp counselor Dallas, TX
- college guidance counselor Dallas, TX
- employment counselor Dallas, TX
- child care counselor Dallas, TX
- education counselor Dallas, TX
- tennis camp counselor Dallas, TX
- bilingual counselor Dallas, TX
- genetic counselor remote Dallas, TX
- relationship consultant Dallas, TX
- behavioral health counselor Dallas, TX



