Financial Counselor
$80k - $130kFisher Investments Careers
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 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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. 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. This onsite position is located in Camas, WA. The Day-to-Day: As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will: * Work with our UK clients to build a trusting and professional relationship * Proactively 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 goals * Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape * Rely on our sales team to gradually build your roster of high-net-worth clients within the first year * Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: * Bachelor's degree or equivalent work experience * 2+ years of experience in asset management, financial and client services * Required to pass the Series 65 exam or equivalent * Achieve results and provide unparalleled service * A thoughtful consultative approach with an emphasis on client focus Compensation: * $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience * Eligible for discretionary bonus based on firm and individual performance Why 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 dependents * A 50% 401(k) match, up to the IRS maximum * 20 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 care * This 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
$80k - $130k
...in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher... ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...SuggestedWork experience placementWork at officeWork from home$20 - $26 per hour
...services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and...SuggestedHourly payFull timeRemote workMonday to Friday$19.03 - $25.69 per hour
...patients and community members to positively impact our mission of making communities healthier ® Position Summary: A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging...SuggestedHourly payFull timeWork at officeLocal areaImmediate startShift workWeekend workDay shift- ...Financial Coordinator The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to assist them in planning and managing their account...SuggestedMinimum wageWork at officeLocal areaVisa sponsorshipShift work
- ...Financial Coordinator The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to assist them in planning and managing their account...SuggestedWork at officeLocal areaVisa sponsorship
$19.03 - $25.69 per hour
...our patients and community members to positively impact our mission of making communities healthier ® Position Summary: A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging...Hourly payFull timeWork at officeLocal areaImmediate startShift workWeekend workDay shift- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$80k - $105k
...Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses....Immediate start
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...Work at officeWork from homeHome officeFlexible hours$90k - $110k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 6416 NE 117th Avenue - Vancouver, Washington 98662 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift$72k - $110k
...Overview The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals‑based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to inherit...Work at officeImmediate start- ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory Account...Temporary workWork at officeImmediate startMonday to Friday
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...For contractorsWork at office- ...Responsibilities: This full-time Financial Advisor role is located in Vancouver, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role...Full timeContract workRemote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$92.36k - $123.16k
...performance-based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We’ve weathered the market’s ups and...Full timeTemporary workPart timeWork experience placementWork visaFlexible hours- ...Financial Advisor Opportunity We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. COUNTRY Trust Bank Financial...Contract workFor contractorsWork at office
- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Portland area to work plan sponsor...
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Temporary workShift workDay shift
- ...wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and...
$193k - $280k
...work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche...Work at office$15 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your...Work at officeImmediate startShift workDay shift
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