UHNW Investment Counselor Elite Private Client Steward
Fisher Investments
Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's UHNW clients in a premium wealth management environment. The role focuses on building long‑term, trust‑based relationships while delivering unparalleled service.
You will act as the liaison between the Investment Policy Committee and clients, ensuring portfolios align with goals and IPC strategy is communicated clearly.
#J-18808-Ljbffr- Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled...Private clientWork at officeWork from home
$75k - $125k
Investment CounselorOur client, a highly respected fee-only portfolio management and fiduciary firm with... .../Tampa, FL office as an Investment Counselor. As an Investment Counselor, you will... ...approach focusing on their private clients and use your financial experience...Private clientWork at office$10k
...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... ...developed a specialized approach focused on our private clients. With a firm structure that...Private clientWork at officeWork from home$10k
...interested in developing a career assisting clients reach their long-term financial goals?... ...to develop our next generation of Investments Counselors at Fisher Investments through the... ...to a licensed service role within our Private Client Group. As you progress, and hit...Private clientWork 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...Private clientWork experience placementWork at officeWork from home$10k
...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. If you are passionate about sales, financial...Private clientTemporary work$100k
...without prospecting appeal to you? Our client is seeking a Portfolio Counselor in their New Client Conversion (NCC... ...-level role within our client’s Private Client Group (PCG), where you serve... ...Research, Operations and the Investment Policy Committee (IPC). You will positively...Private clientTemporary work$100 - $125 per hour
...hour Work with Willow is working with a thriving family owned private practice in Tampa looking for fully licensed therapists... ...handle the marketing + referrals so you don’t have to hustle for clients ~$100–$125/hour - competitive pay with predictable income -...Private clientHourly payFor contractorsPrivate practiceWork at office3 days per week- ...Wealth Management Advisor II to serve as the trusted advisor and team coordinator for Private Bank clients. You will coordinate a specialized team to provide wealth planning, investments, private banking, risk management and fiduciary services, ensuring the Private Bank...Private client
$10k
...ability to manage complexities and serve clients? Do you enjoy collaborating across teams? If so, Fisher Investments is looking to grow and scale our Private Client Group (PCG) Tax consultation... ...coordinated with Investment Counselors and other client-facing employees and...Private clientWork at officeLocal areaWork from home- ...chasing leads and start focusing on what matters—your clients. \n \n Our client is hiring Investment Counselors to support an established roster of high-net-worth... ...the primary relationship manager for U.S.-based private clients, partnering with internal portfolio...Private clientFull timeWork at office
$105.38k - $215.38k
...with specialists when needed.Build strong client relationships through clear, thoughtful... ...serving high-net-worth individuals or private clients.Strong client communication and... ...organizations, as well as through our own investments, commitments, and actions across areas that...Private clientWork at officeLocal area$10k
...to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant... ...consultations, carefully coordinated with Investment Counselors and other client-facing employees and teams. The Day-to-...Private clientWork at officeLocal areaWork from home- JPMorganChase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and... ...individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years of financial...Private client
- ...Estate Planning Attorney with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida. This is an exceptional opportunity to work alongside elite practitioners on complex, high-value matters for affluent individuals,...Private clientPrivate practice
$10k
...sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the... ...have in-depth conversations with clients to help them determine the right... ...feedback, trends and more to the Private Client Group Programs...Private clientWork at officeWork from home$67.5k - $99k
...many of the world’s largest public and private funds, providing asset servicing and operational... ...alternatives. With over $1 trillion in client assets under administration, we offer... ...the operational complexities of today’s investment management landscape. As a division of...Private clientWork at officeWorldwide$75k - $110k
...many of the world’s largest public and private funds, providing asset servicing and operational... ...alternatives. With over $1 trillion in client assets under administration, we offer... ...the operational complexities of today’s investment management landscape. As a division of...Private clientFull timeWork at officeWorldwide$128k - $252.5k
...Strategy & Transactions team helps guide clients through their most critical moments and... ...complex transactions with corporate and private equity clients, this role offers the opportunity... ..., as well as through our own investments, commitments, and actions across areas that...Private clientLocal area$105k - $154k
...many of the world’s largest public and private funds, providing asset servicing and operational... ...alternatives. With over $1 trillion in client assets under administration, we offer... ...the operational complexities of today’s investment management landscape. As a division of...Private clientWork at officeLocal areaWorldwide- ...trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate... ...credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures...Private clientWork experience placementPrivate practiceWork at office
- ...Goldman Sachs seeks a Private Wealth Advisor, Vice President, to serve ultra-high net worth clients in Wealth Management. The role focuses on delivering comprehensive wealth management strategies, tailored investment guidance, and personalized client service within the...
- ...Client Portfolio Manager, High Net Worth Department: Investments Employment Type: Full Time Location: Tampa, FL Description The Client Portfolio... ..., preferred. Experience supporting a UHNW advisory team, private bank, wirehouse, family office, Raymond...Full timeWork experience placementWork at officeFlexible hours
$100.35k - $201.5k
...to ensure high-quality delivery to our clients. At Deloitte, we provide services using... ...businesses.Be an advisor to newly public and private clients to assist with accounting and... ...organizations, as well as through our own investments, commitments, and actions across areas...Private clientWork at officeLocal areaVisa sponsorship$65k - $125k
...Description Job Description Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland... ...and connect with clients to deliver elite service and exceed expectations. The...Temporary workWork at office$128k - $252.5k
...and Restructuring (PI&R) practice helps clients navigate critical business moments and transformational... ...* Experience serving corporate and private equity clients* Experience developing... ..., as well as through our own investments, commitments, and actions across areas that...Private clientLocal areaImmediate start- ...U.S. Bank is seeking a senior wealth management leader to retain and grow high net worth client relationships. You will build a team of banking, trust and investment professionals around each client, delivering counsel and expert advice across wealth management areas....Work at office
- ...Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution... ...on the micro to mid-cap (public & private) markets. We provide a broad range of investment... ...making, and financial products to our clients. Paulson is seeking to add Private...
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...Private clientImmediate startAfternoon shift
- ...First Horizon Corporation seeks a Private Client Relationship Manager to grow a portfolio of high-net-worth clients and advise on wealth planning, risk management, and complex banking solutions. You will coordinate with specialists to tailor strategies and deliver comprehensive...Private clientLocal area
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