Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Counselor/Financial Advisor

$10k

Fisher 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 ~ 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Counselor/Financial Advisor in Plano, TX vacancy
  • $10k

     ...Investment Counselor Wealthbuilder Do you have a passion for helping 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... 
    Suggested
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    3 days ago
  • $10k

     ...Investment Counselor Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients...  ...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience... 
    Suggested
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    3 days ago
  • $45k - $100k

     ...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner...  ...to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Frisco, TX
    2 days ago
  •  ...Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas...  ...clients to review financial and investment goals, building a financial plan, and...  ...and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Allen, TX
    2 days ago
  • $10k

     ...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,...  ...service, you don't have to wear the many hats of a typical Financial Professional. Now is your opportunity to use your finance... 
    Suggested
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...comprehensive wealth management and investment products and services for individuals,...  ...and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    3 days ago
  •  ...It's about helping others establish a financial foundation and build their dreams....  ...services. Who you are: As a Financial Advisor III , you will work with our clients to...  ...you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients... 

    Frost Bank

    Plano, TX
    9 hours ago
  • $115.92k

     ...Financial Professional Are you a leader who has the following traits? • Competitive...  ...financial services industry, New York Life will invest in you from the start, training you in...  ...areas, such as by becoming a financial advisor with Eagle Strategies LLC, our... 
    Contract work

    New York Life

    Frisco, TX
    4 days ago
  •  ...Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Frisco, Texas;Frisco, Texas; McKinney...  ...clients to review financial and investment goals, building a financial plan, and...  ...and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    2 days ago
  •  ...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... 

    TradeJobsWorkforce

    Plano, TX
    5 days ago
  • $85k - $120k

     ...relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base...  ...each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws that have gone in... 

    Staffing in Motion

    Plano, TX
    2 days ago
  • $50k - $60k

     ...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International...  ...record · Strong knowledge of financial planning, investment strategies, and risk management · Preferred experience in... 
    Full time
    Work at office
    Night shift

    Simplicity Group Holdings

    Plano, TX
    4 days ago
  •  ...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading...  ...businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful... 
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Plano, TX
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Greater DFW Market Frisco, Texas To proceed with your application, you must be at...  ...you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    5 days ago
  • $60k - $150k

     ...where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and... 
    Full time
    Contract work
    For contractors
    Work at office

    New York Life Insurance Company

    Frisco, TX
    9 hours ago
  • $10k

     ...International Investment Counsellor Are you currently a CFA Level 1 holder working in the United States and looking to service clients...  ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    3 days ago
  •  ...New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills...  ...in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor... 
    Full time
    Contract work
    Work at office
    Local area

    New York Life Insurance Company

    Frisco, TX
    4 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Frisco, Texas;Flower Mound, Texas; McKinney, Texas; Dallas, Texas...  ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    10 hours ago
  • $143.32k - $273.93k

     ...Internal Controls Financial Reporting Advisor Lead At USAA, our mission is to empower our members to achieve financial security through highly...  ...-cause and remediation across USAA Insurance, Banking, Investing and Real Estate lines of businesses and functional areas.... 
    Work experience placement
    H1b
    Work at office
    Remote work
    Relocation package
    Flexible hours

    USAA

    Plano, TX
    1 day ago
  • $58.44k

     ...Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Frisco, TX
    5 days ago
  •  ...degree or higher ~ Formal Credit Training from a well-recognized Financial Institution ~ Demonstrated ability to influence decisions,...  ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud... 

    Chase

    Plano, TX
    2 days ago
  •  ...and Montreal, Quebec, Canada. Job Summary: The Senior Financial Planning & Analysis (FP&A) Analyst's role will focus on strengthening...  ...evaluate business initiatives, pricing, customer trends, and investment opportunities. Support the finance department with other... 

    Leadsonline

    Plano, TX
    7 hours ago
  •  ...You will partner with key stakeholders to deliver actionable financial insights that drive operational efficiency and business performance...  .... • Develop key performance insights that enable informed investment and strategic decisions. We are a company committed to... 

    Insight Global

    Plano, TX
    2 days ago
  •  ...accomplish tasks and objectives. About Us Chase is a leading financial services firm, helping nearly half of America's households and...  ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're... 

    Chase

    Plano, TX
    4 days ago
  •  ...exposures) and Not-for-Profit segments nationwide. Evaluate financial trends, sector dynamics, and borrower-specific risks that...  ...including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're... 

    Chase

    Plano, TX
    8 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you...  ...Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Addison, TX
    1 day ago
  •  ...Private Wealth Advisor This team is passionately dedicated to the communities they serve...  ...approach. They provide a wide range of investment, deposit, lending, and trust solutions...  ...client relationships including ongoing financial planning (as agreed upon with each client... 
    Work experience placement
    Work at office

    BOK Financial

    Plano, TX
    5 days ago
  •  ...Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive...  ...clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Monday to Friday
    Day shift

    Cain Watters & Associates

    Frisco, TX
    4 days ago
  • $10k

     ...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex...  ...problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    2 days ago
  • $85k - $145k

     ...Wealth Advisor (Plano, TX) Dallas - Park Cities; Plano Why Work at Mercer Advisors? For more than...  ...been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Plano, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Counselor/Financial Advisor. Be the first to apply!