Tampa, Florida, United States · Hybrid
Overview Do you have an interest in 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 clients. Si…
Skills: Wealth Management, Sales Conversion, Financial Analysis, Phone Sales, Client Relationship Management
Plano, Texas, United States · Hybrid
Overview Do you have an interest in 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 clients. Si…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Portfolio Management
Camas, Washington, United States · Hybrid
Overview Fisher Investments is growing and is looking for an experienced Financial Writer (Ghostwriter) to turn our investment expertise into engaging content. You will be a part of a collaborative writing team and learn…
Skills: Client Relationship Management, Financial Planning, Investment Strategy, Asset Allocation, Consultative Selling
Plano, Texas, United States · Hybrid
$80k–$125k/yr
Overview As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi a…
Skills: Ghostwriting, Financial Writing, Persuasive Writing, Op-Ed Writing, Editing
Plano, Texas, United States · Hybrid
Overview Are you currently a CFA Level 1 holder 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-w…
Skills: Portfolio Management, Client Relationship Building, Asset Allocation, Financial Planning, Consultative Approach
Camas, Washington, United States · Hybrid
$90k–$140k/yr
Overview Are you currently a CFA Level 1 holder 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-w…
Skills: Portfolio Management, Client Relationship Building, Asset Allocation, Financial Planning, Consultative Approach
Tampa, Florida, United States · Hybrid
Overview Are you currently a CFA Level 1 holder 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-w…
Skills: Portfolio Management, Client Relationship Building, Asset Allocation, Financial Planning, Consultative Approach
Rodenbach, Rhineland-Palatinate, Germany · On-site
Übersicht Ihre Chance: In der Rolle des Sachbearbeiters Rechnungswesen (m/w/d) übernehmen Sie die Verantwortung für die Analyse und Überwachung der Rechnungserstellung zur Sicherstellung einer korrekten und termingerecht…
Skills: Financial Controlling, Invoice Analysis, MS Excel, MS Office, Analytical Skills
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Phone Sales, Client Relationship Management
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Portfolio Management
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Phone Sales
United States · Hybrid
Overview Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business…
Skills: Wealth Management, Financial Services, Sales Conversion, Client Relationship Management, Portfolio Management
Rodenbach, Rhineland-Palatinate, Germany · On-site
Übersicht Ihre Chance: In der Rolle des Client Service Associates (m/w/d) koordinieren Sie Anfragen unserer KundInnen, indem Sie eng mit unseren internen Abteilungen zusammenarbeiten, um unseren KundInnen den bestmöglich…
Skills: Customer Service, Administrative Management, Contract Processing, MS Office, English Fluency
Tampa, Florida, United States · On-site
Overview Do you have an interest in 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 clients. Si…
Skills: Sales Techniques, Lead Engagement, Communication, Persuasion, Relationship Building
Germany · Hybrid
Übersicht Ihre Chance: Als Senior Sales Representative (m/w/d) haben Sie die Möglichkeit, sich in Ihrer täglichen Tätigkeit voll auf Ihre Stärken im Vertrieb zu konzentrieren. Wir bieten Ihnen ein leistungsorientiertes U…
Skills: Sales, Acquisition, Asset Management, Financial Planning, Client Relationship Management
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: Stellen Sie sich vor, Sie kommen in ein Vertriebsumfeld, das von motivierten, aufmerksamen und leidenschaftlichen Menschen umgeben ist, die sich dafür einsetzen, die finanzielle Zukunft unserer Kun…
Skills: Sales Techniques, Communication Skills, Goal Orientation, Result Orientation, Professional Appearance
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: Als Investmentberater Österreich (m/w/d) agieren Sie als Sprachrohr unserer KundInnen. Sie arbeiten mit unserem internationalen Portfolio Management und unseren Vertriebsdirektoren zusammen, um uns…
Skills: Investment Advisory, Customer Relationship Management, Capital Markets Knowledge, Securities, English Fluency
Switzerland · Hybrid
Übersicht Ihre Chance: Als Senior Sales Representative (m/w/d) haben Sie die Möglichkeit, sich in Ihrer täglichen Tätigkeit voll auf Ihre Stärken im Vertrieb zu konzentrieren. Wir bieten Ihnen ein leistungsorientiertes U…
Skills: Sales, Client Acquisition, Asset Management, Financial Planning, Investment Strategy
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: Als Investmentberater (m/w/d) agieren Sie als Sprachrohr unserer KundInnen. Sie arbeiten mit unserem internationalen Portfolio Management und unseren VertriebsdirektorInnen zusammen, um unseren Kun…
Skills: Investment Advisory, Customer Relationship Management, Capital Markets Knowledge, Securities, English Fluency
Frankfurt, Hesse, Germany · On-site
Übersicht Ihre Chance: Stellen Sie sich vor, Sie kommen in ein Vertriebsumfeld, das von motivierten, aufmerksamen und leidenschaftlichen Menschen umgeben ist, die sich dafür einsetzen, die finanzielle Zukunft unserer Kun…
Skills: Sales Techniques, Communication Skills, Goal Orientation, Result Orientation, Professional Appearance
Tampa, Florida, United States • Hybrid
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Present wealth management solutions to high-net-worth prospects to convert them into clients. Evaluate personal financial situations and educate prospects on the firm's various investment offerings.
Requires over 5 years of experience in financial services with a proven track record of driving results. Preference is given to candidates with FINRA Series 65 or a combination of Series 7 and 66 certifications.
Do you have an interest in 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 clients. Since 2009, Fisher Investments International 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 Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. 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. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL.
As an International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
Bettering the Investment Universe
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
Bettering the Investment Universe
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
