Investment Counselor/Financial Advisor
$10kFisher Investments
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. As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. 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. 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 events 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 Rely on our sales team to gradually build your roster of high-net-worth clients within the first year 2+ years of instilling trust and building client relationship within the finance industry ~ Series 65 (we will help you obtain upon starting) ~ Bachelor's degree or equivalent work experience ~ Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents ~ 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. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
$80k - $130k
...others? Are you interested in 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...SuggestedWork at officeWork from homeFisher Investments
Vancouver, WA3 days ago$85k - $135k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ..., you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience...SuggestedWork experience placementWork at officeWork from homeFisher Investments
Vancouver, WA2 days ago$90k - $140k
...clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.... ...client service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity...SuggestedWork at officeWork from homeFisher Investments
Vancouver, WA4 days ago$80k - $200k
...YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to... ...comprehensive financial plans, including retirement, insurance, investments, estate planning, and more, while enhancing their financial...SuggestedFull timeWork experience placementInternshipWork at officeRelocation$102.14k
Alternate titles Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque Santa Fe · Financial Planner NM Location Albuquerque, NM... ...Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC)...SuggestedFull timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours- Responsibilities This full-time Financial Advisor role is located in Vancouver, WA, with flexibility for some remote work. As a Financial... ...clients to provide financial planning, retirement planning, and investment services. This hybrid role requires strong communication...Full timeContract workRemote work
- A financial services firm is hiring a Financial Advisor in Vancouver, WA. This full-time position involves providing clients with financial planning and investment services. The role offers flexibility for remote work, requires strong communication skills, and provides...Full timeRemote work
- Mass Mutual NW in Vancouver, WA, is looking for a full-time Financial Advisor. In this role, you'll collaborate with clients to deliver personalized financial planning, retirement planning, and investment services. Your strong communication skills and capacity for independent...Remote jobFull time
- ...Financial Advisor Opportunity We're looking for ambitious and established candidates who want to own their business and help clients prepare... ...property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects...For contractorsWork at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is... ...firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you...
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...of backgrounds and experiences and invest heavily in our teammates and their... ...and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement...Work at officeImmediate startShift workDay shift$29.39 - $44.09 per hour
...differential for those employees who can support our members' financial needs effectively in a second language; subject to verification... ...financial plans. Responsible for providing policy and investment services as required including follow-up on recommendations or...Hourly pay16 hoursFull timeImmediate startRemote workTwinStar Credit Union
Portland, OR4 days ago- A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least... ..., and strong skills in client relationships and investment solutions. You will champion client success...
- ...Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on... ...client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of...
- ...with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover... ...practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way....Full timeInternshipWork at office
- A leading financial services company based in Vancouver is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role involves... ...relationships, delivering personalized investment solutions, and educating clients on digital...
- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...they become available. Voya Financial Advisors®, Inc., a leading independent broker‑dealer... ...403(b)/457 enrollment, retirement and investment strategies, and participant education and...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...focuses on asset and income protection, education funding, investment and advisory services, trust services, retirement solutions,...For contractors- Bank of America seeks a Financial Advisor for the Advisor Development Program to support high-net-worth individuals in their investment goals. This position offers a structured training program and mentorship, emphasizing relationship management and personal client engagement...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...· Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...planning experience, asset & income protection, education funding, investment & advisory services, trust services, retirement solutions,...Work at office$48k - $100k
...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication...Work at officeShift workDay shift$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeShift workWeekend workDay shiftBank of America
Vancouver, WA4 days ago$75k - $125k
...management, is looking for qualified financial professionals to join their firm in their... ...WA/Dallas, TX/Tampa, FL office as an Investment Counselor. As an Investment Counselor, you will... ...financial industry Current Investment Advisor Representative designation, OR Series...Work experience placementWork at office$70k - $93.5k
...Financial Planning Associate - Vancouver, WA Vancouver, WA 98660 Overview Salary... ...Financial Planning Description EP Wealth Advisors (EPWA) is a wealth management advisory... ..., retirement planning, estate planning, investment strategies, and more. Plan Review &...Full timeTemporary workWork at officeFlexible hoursShift work- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering...Temporary workShift workDay shift
$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where... ...to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business... ...responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and...
- ...wealth advisory practice of Ameriprise Financial Services, LLC dedicated to providing personalized... ...access to digital tools to monitor investments and progress. Together we help navigate... ..., OR, for an Associate Financial Advisor at Wealth Strategy Partners. The Associate...Full timePrivate practice
$100k - $120k
...implementing sound strategy and growth through advisor and client acquisition, retention,... ...planning, client acquisition, advice, investment solutions, external practice acquisition... ...dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider...Work experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
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