Private Client Investment Counselor
$85k - $135kFisher Investments
Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least two years in finance and a consultative approach. The role offers a base salary from $85,000 to $135,000, with a generous benefits package that includes 100% paid medical, 401(k) matching, and ample PTO. #J-18808-Ljbffr Fisher Investments
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Investment Counselor in Camas, WA vacancy
$80k - $130k
...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 experience placementWork at officeWork from homeFisher Investments
Camas, WA2 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 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 homeFisher Investments
Camas, WA4 days ago$80k - $130k
...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 homeFisher Investments
Camas, WA1 day ago$100k
...service and sales environment without 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) group. If you are passionate about sales, financial...Private clientTemporary workFisher Investments
Camas, WA3 days ago$10k
...working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-... ...a specialized approach focused on our private clients. With a firm structure that practices...Private clientWork at officeWork from homeFisher Investments
Camas, WA4 days ago$80k - $130k
A leading financial services firm based in Camas, WA, is seeking an International Investment Counselor to service UK-based high-net-worth clients. You will provide unparalleled financial advisory services, educate clients on investment strategies, and build trusting relationships...- Fisher Investments is seeking an International Investment Counsellor based in Camas, WA. This role involves building relationships with high-net-worth clients in Canada while ensuring their financial goals are met through a consultative approach. Candidates must have at...
$85k - $130k
...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 management...Private clientWork at officeWork from homeFisher Investments
Camas, WA4 days ago- A leading financial services firm in Camas is seeking an Investment Counselor - Wealthbuilder. This role involves assisting clients in reaching their financial goals through personalized support and teamwork. Candidates will receive comprehensive training, including the...
- A global investment firm is looking for a Private Client Adviser in Camas, WA to engage with high-net-worth individuals in Canada. In this role, you'll analyze clients' financial situations, provide tailored solutions, and receive significant training in sales techniques...Private client
- Fisher Investments in Camas, WA is seeking a Portfolio Counselor to join its New Client Conversion (NCC) group. This role is designed for financial advisors looking to engage with high-net-worth clients without cold calling. The position requires a minimum of 3 years in...
$85k - $95k
...Washington is seeking a skilled Relationship Manager. In this role, you will manage 150-200 high net worth client portfolios, ensuring they understand their investments and market conditions. You will be responsible for maintaining strong relationships while educating...$100k
A leading financial services firm in Camas, Washington, is seeking an inside sales professional to engage with high-net-worth clients. The role involves calling pre-qualified leads provided by the firm, scheduling meetings, and focusing on closing deals without cold calling...$50k
...individuals committed to improving our clients' financial futures. As a Canadian Account... ...Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll... ...our services, and set a meeting with a Private Client Adviser. The Canadian Account...Private clientWork at officeFisher Investments
Camas, WA4 days ago$85k - $120k
...firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk... ...relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base...Staffing In Motion
Camas, WA3 days ago$20 per hour
...individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing... ...who serve our high-net-worth private clients Work to schedule conversations... ...our clients and investment counselors Handle operational tasks to support...Private clientPart timeWork at officeFisher Investments
Camas, WA1 day ago$100k
...assets under management This is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-... ...the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm)...$100k
...Private Client Adviser - Inside Sales Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales... ...throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities...Private clientWork at officeFisher Investments
Camas, WA2 days ago$65k - $120k
...? The Opportunity: In this role you would be responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+. You would be working closely...Temporary workStaffing In Motion
Camas, WA3 days ago$130k - $150k
Ballard Marine Construction is seeking a Project Manager in Washougal, WA, to lead projects and ensure operational excellence for private clients. The ideal candidate will have at least 7 years of experience in heavy civil or marine construction and a Bachelor’s degree in...Private client- ...routines, elimination of harmful behaviors, and development of motivation and treatment engagement. Our objective is to help each client achieve a clear understanding of their eating and/or exercise disorder and its effect on their life, as well as an individualized appreciation...Temporary workPart timeFlexible hoursWeekend work
Monte Nido & Affiliates, LLC
Camas, WA12 days ago $70k - $110k
...this strategic role developing email communications for our Private Client Group (B2C) may just be the right opportunity for you! The... ...based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe...Private clientWork at officeWork from homeFisher Investments
Camas, WA4 days ago$123k - $141k
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare...Full timeLocal areaFlexible hoursLifeStance Health
Washougal, WA1 day ago$90k - $150k
...Data It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our... ...will report to the team lead of Data Delivery for our Global Private Client Group. The Day-to-Day: Use Agile practices to elicit...Private clientWork at officeWork from homeFisher Investments
Camas, WA3 days ago$130k - $150k
Job Summary: The Project Manager supports the private client book of business with planning, technical solutions, safety and operational excellence. They are the lead estimator and project manager on key projects within the region and support the Area Manager or Operations...Private clientContract workFor subcontractorWork at office$123k - $141k
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare...Full timeLocal areaFlexible hoursLifeStance Health
Washougal, WA3 days ago- Fisher Investments is seeking a Vice President, Financial Sales to join our team in Camas, WA. This 100% sales-focused role offers uncapped performance-based compensation and involves managing relationships with high-net-worth individuals. You will receive warm leads and...
$50k
...thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the... ...high-net-worth individuals who expressed interest in Fisher Investments materials. Using sales techniques, youll determine the investors...Base plus commissionWork at officeFisher Investments
Washougal, WA2 days ago$65k - $70k
...Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that... ...initiatives, and aligning property performance with company investment goals. The Asset Manager serves as the primary liaison between...Work at officeLocal areaWork from homeFlexible hoursOsprey Management
Washougal, WA1 day ago$100k
...performance-based compensation? Fisher Investments is hiring! Take your next step in your financial sales career by joining our privately-held, multi-billion dollar global investment... ...President, Financial Sales. We put our clients first as we aim to better the investment...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Investment Counselor. Be the first to apply!
