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 ~ 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
$10k
...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 Careers
Clearwater, FL17 days ago$70k - $200k
...Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning... ...- Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions...SuggestedWork experience placementNorthwestern Mutual
Clearwater, FL1 day ago$10k
...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
Clearwater, FL2 days ago$1,000 per month
...Programs, Yello x WayUp (2024) Unsurpassed financial strength with total company assets of $3... ...program mimics our full-time Financial Advisor career, allowing you to: Learn how to... ...multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each...SuggestedFull timeFor contractorsInternshipSummer internshipLocal areaFlexible hours$70k - $200k
...Financial Advisor Financial Advisors at Ataraxis Wealth Management (a subsidiary of Northwestern Mutual) help their clients live more... ...Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement...SuggestedBase plus commissionWork experience placement- ...Investment Executive (Financial Advisor) Indian Shores/Largo, FL Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Accountable...
$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 timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Saint Petersburg, FL1 day ago$68.9k - $131.1k
...make a difference solving the world's most complex problems. With our three market leading businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known...Temporary workWork experience placementFor subcontractorWork at officeLocal areaRemote workFlexible hoursRTX
Largo, FL4 days ago- ...Senior Financial Analyst A Senior Financial Analyst is responsible for financial modeling, evaluating strategic initiatives and report... ...simulation models and analyze the impacts and benefits of investments and changes considered by the organization. Collaborate effectively...
- ...the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate;... ...counsel, as relevant, in areas of private banking, personal trust, investments, and estate and retirement planning. Manages the holistic relationship...Work at office
- ...Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and...Full timeWork experience placementWork at office
Phenom People
Clearwater Beach, FL17 days ago $48k - $50k
...Financial Planner Assistant Econologics Financial Advisors is expanding fast Looking for a dedicated Financial Planner Assistant in Largo, FL (In-Office Position... ...Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo...Private practiceWork at office- ...a Loan Officer to analyze a borrower's financial and credit data to determine creditworthiness... ...estate agents and brokers, financial advisors, and other potential referral sources... ...the customer's income, assets, investments, or debts analyzing applicant data,...Local areaHome office
$2,000 per month
...bonuses available Ready to get started? Here's what we're looking for in our newest team member! As a Substance Abuse Counselor you'll engage with your patients with individual, group, and/or family counseling. You'll work with a collaborative treatment team...Temporary workLocal areaEarly shiftColonial Management Group Careers
Pinellas Park, FL3 days ago$10k
...Are you a financial advisor burdened with wearing too many hats? Are you looking to move away... ...prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar... ...global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC)...Temporary workFisher Investments
Clearwater, FL2 days ago- ...BayCare Health Systems is currently seeking an Assistance Program Counselor I to join our outstanding and compassionate team in Clearwater ! BayCare Behavioral Health is the largest full-service, community-based health care system in the Tampa Bay area. We provide...ReliefWork at officeShift workWeekend work
BayCare Health System
Clearwater, FL4 days ago $55k
...Sales Counselor Regency Oaks is recruiting for a Sales Counselor to join our team! If you enjoy working with older adults, caring for and talking with them, learning from their stories and seeing them smile, this is the job of a lifetime. At Regency Oaks, you can...Base plus commissionFull timeWork at office- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and... ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Wealth Advisor St. Petersburg, FL Waverly Advisors' primary goal is to serve our clients, one another, and... ...everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living...Work at officeLocal area
- ...Financial Planning Associate Under limited supervision uses specialized knowledge and... ...certification to serve as a resource to Financial Advisors and their clients by building GPM plans... ..., annuities, and options. Various investment and retirement accounts. External...Temporary workWork at officeRemote work
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and...Work experience placementWork at office
Fifth Third Bancorp
Palm Harbor, FL3 days ago $50 - $60 per hour
...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of... ...stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Clearwater, FL5 days ago- ...Tampa Bay, managing over $2 billion of investments for our clients. We are looking for someone... ...between our clients, support team, and advisors. This great communicator, influencer,... ...'ll Do Monitor and manage company financial data and transactions Record and document...Work at office
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud...Immediate startAfternoon shift
- The Referral Intake Coordinator plays a key role in supporting referral relationships and ensuring a seamless patient intake experience. This position collaborates closely with the Marketing Representative (Clinic Concierge) and internal teams to coordinate incoming referrals...Work at office
Joseph Spine
Safety Harbor, FL4 hours ago - ...appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers...Ongoing contractWork experience placementWork at officeImmediate start
$22 - $29 per hour
...service(s) email and follows departmental email triage procedures. You gather pertinent information to ensure client understands financial obligations. You act as primary point of contact for clients and potential clients in their assigned specialty service(s)....Immediate startFlexible hoursBluePearl Pet Hospitals
Clearwater Beach, FL1 day ago- ...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... ...to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.Full timeFlexible hours
- ...learn more about Galen! Position Overview: As an Enrollment Counselor at Galen College of Nursing, you will assist prospective... ...counseling services and resources for emotional, physical, and financial well-being ~401(k) Plan with a 100% match on 3% to 9% of pay...Full timeTemporary workPart timeWork at officeFlexible hours
Mission Hospital
Saint Petersburg, FL1 day ago - ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create... ...to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.Part timeFlexible hours
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