Talent.com
Financial Counselor
Financial CounselorFisher Investments • Tampa, Florida, us
[error_messages.no_longer_accepting]
Financial Counselor

Financial Counselor

Fisher Investments • Tampa, Florida, us
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
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 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. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. 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. The Day-to-Day: 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 eventsProactively 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 goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: 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:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
[job_alerts.create_a_job]

Financial Counselor • Tampa, Florida, us

[internal_linking.similar_jobs]

Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

Investment Counselor Wealthbuilder.Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to dev...[internal_linking.show_more]

 • [job_card.promoted]

Travel Psychology in Florida

AlliedTravelCareersTampa, Florida, US
[job_card.full_time]

Competitive weekly pay (inquire for details) .AlliedTravelCareers is working with LocumTenens.Job Reference Id: ORD-210522-PhD-FL.Dates Needed: April 13 - ongoing.Board Certification Required: Yes....[internal_linking.show_more]

 • [job_card.promoted]

Travel Psychology - $2,174 to $2,374 per week in N, FL

AlliedTravelCareersTampa, Florida, US
[job_card.full_time] +1

AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Psychology in N, Florida, 32751!.Make a real difference in students' lives as a School Psychologist with Jackson The...[internal_linking.show_more]

 • [job_card.promoted]

Financial Consultant

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

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 pr...[internal_linking.show_more]

 • [job_card.promoted]

Investment Counselor (Financial Advisor Alternative)

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

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 pr...[internal_linking.show_more]

 • [job_card.promoted]

Counselor

Going into Pieces Movement IncTampa, FL, United States
[job_card.full_time]

This position will surrender counseling services to men, suicidal people and human trafficked victims.There are going to be Oppurtunites to speak with others, but our direct audience are these grou...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Professional Counselor

HeadwayTampa, FL, US
[job_card.full_time]

Licensed Professional Counselor (LPC).Licensed Professional Counselor — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insurance with ease, in...[internal_linking.show_more]

 • [job_card.promoted]

Mental Health Counselor

Tampa Bay Area CounselingTampa, Florida, United States, 33602
[job_card.full_time]
[filters_job_card.quick_apply]

Join our team at Tampa Bay Area Counseling and experience a career where your ideas truly matter.As a Mental Health Counselor, you'll be part of a community that values innovation and professional ...[internal_linking.show_more]

 • [job_card.promoted]

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

Do you have a passion for helping 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 Investm...[internal_linking.show_more]

 • [job_card.promoted]

Financial Counselor

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

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 pr...[internal_linking.show_more]

 • [job_card.promoted]

Portfolio Counselor

Staffing In MotionTampa, FL, United States
[job_card.full_time]

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you?.In th...[internal_linking.show_more]

 • [job_card.promoted]

Portfolio Counselor

Staffing in MotionTampa, FL, United States
[job_card.full_time]

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you?.In th...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Mental Health Counselor

HeadwayTampa, FL, US
[job_card.full_time]

Licensed Mental Health Counselor (LMHC).Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insurance with ease,...[internal_linking.show_more]

 • [job_card.promoted]

Financial Planning Counselor

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Fin...[internal_linking.show_more]

 • [job_card.promoted]

Investment Counselor (Financial Advisor Alternative)

Fisher Investments CareersTampa, FL, United States
[job_card.full_time]

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 pr...[internal_linking.show_more]

 • [job_card.promoted]

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher InvestmentsTampa, FL, United States
[job_card.full_time]

Do you have a passion for helping 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 Investm...[internal_linking.show_more]

 • [job_card.promoted]

Patient Financial Counselor

Mission HospitalBrandon, FL, United States
[job_card.full_time]

Do you want to join an organization that invests in you as a Patient Financial Counselor? At HCA Florida Brandon Hospital, you come first.HCA Healthcare has committed up to $300 million in programs...[internal_linking.show_more]

 • [job_card.promoted]

Leasing Counselor

Experience Senior LivingTampa, FL, United States
[job_card.full_time]

They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of residents, t...[internal_linking.show_more]