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
- 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
$80k - $135k
...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$80k - $135k
...Investment Counselor 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...Private clientWork experience placementWork at officeWork from home$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 home$75k - $125k
...Job Description Job Description Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm with over... ...our client’s specialized approach focusing on their private clients and use your financial experience to better the...Private clientWork experience placementWork at office$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$80.2k - $125k
...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- Fisher Investments in Washington state seeks a Client Tax Accountant to deliver comprehensive tax services to Private Client Group clients. You will work with Investment Counselors and client-facing teams to prepare, file, and advise on tax planning for high-net-worth clients...Private clientLocal area
$90k - $140k
A financial services firm located in Camas, WA, is seeking an International Investment Counsellor to service Canadian clients. This role requires a CFA certification and a strong background in portfolio management. You will actively manage client relationships and ensure...$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...$115k - $155k
...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$85k - $135k
...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- Zohorecruit is recruiting for an Investment Counselor to join a fiduciary fee-only portfolio management firm in the United States. You will manage relationships with high-net-worth clients, educate them on top-down portfolio strategy, and work with an experienced team to...
- Fisher Investments in Washington state seeks a High AUM Investment Counselor to be the primary long-term contact for UHNW clients, aligning portfolios with client goals and IPC guidance. You will welcome new clients, explain our top-down strategy, document client information...
$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- 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...
$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$100k
...your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions...Private clientWork at officeLocal areaRemote work$100k
...Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities...Private clientWork at office$140k - $160k
...financial reporting activities for a portfolio of investment funds. This individual will serve as a key point of contact for clients, ensuring accurate financial reporting,... ...of fund accounting experience gained within private equity, venture capital, public accounting,...Private clientTemporary work- JPMorgan Private Client in the United States seeks a seasoned Relationship Manager to nurture high-net-worth relationships, earn client trust, and offer bespoke wealth solutions. You will acquire new clients while deepening existing relationships, collaborating with partners...Private client
- 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
$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...- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...Private clientWork at office3 days per week
$90k - $135k
...Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will... ...) client cases. You will partner closely with High AUM Investment Counselors, Service Teams, and relevant partner teams to drive cohesive...Work at officeWork from home$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- ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...AECOM. With accelerating infrastructure investment worldwide, our services are in great... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientDaily paidFor contractorsFor subcontractorWork at officeLocal areaWorldwideFlexible hours
- ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...AECOM. With accelerating infrastructure investment worldwide, our services are in great... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientDaily paidFor contractorsFor subcontractorWork at officeLocal areaWorldwideFlexible hours
- Overview:The Opportunity:As a Financial Planning Counselor, you will work alongside our client’s internal Relationship Managers as the point person for complex... ...or concernsReport on feedback, trends and more to the Private Client Group Initiatives managementYour Qualifications...Private client
- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑...Private client
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