- Experience client facing advising/relationship building within financial services, wealth management, banking, or insurance industries
- Bachelor's degree
- Series 65 (client will assist in obtaining upon starting)
- Any other Series certifications
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· 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. Since 2009, Fisher Investments International has develope ...
Plano, Texas, United States1 week ago
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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. · ...
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This onsite position is located in Plano, TX. 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. ...
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Fisher Investments International has developed a specialized approach focused on private clients. As an International Investment Counselor you will partner with internal portfolio decision-makers auxiliary research teams client service associates renowned sales team to give clien ...
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Plano, Texas, United States2 days ago
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We are looking for an International Investment Counsellor to service a roster of high-net-worth clients in Canada. As a CFA Level 1 holder working in the United States, you will partner with our internal portfolio decision-makers and client service associates to give our clients ...
Plano, TX1 month ago
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Plano1 month ago
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Insight Global is looking for Investment Counselors in Plano, TX Below is more information of what we're looking for in a candidate in the role: · ***Relocation Available*** · Desired Skills and Experience: · Experience client facing advising/relationship building within financia ...
Plano4 days ago
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Insight Global is looking for Investment Counselors in Plano, TX Below is more information of what we're looking for in a candidate in the role: · ***Relocation Available*** · Desired Skills and Experience: · Experience client facing advising/relationship building within financia ...
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Dallas4 days ago
RELOCATION AVAILABLE: Investment Counselor - Plano - Insight Global
Description
Insight Global is looking for Investment Counselors in Plano, TX Below is more information of what we're looking for in a candidate in the role:
Apply (by clicking the relevant button) after checking through all the related job information below.
***Relocation Available***
Desired Skills and Experience:
Nice to Have Skills and Experience:
Day-to-Day
Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice 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, our client 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.
***Compensation: $85k-95k
Exact compensation may vary based on several factors, including skills, experience, and education. xhmxlyz
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law
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Investment Counselor
Only for registered members Plano, TX, United States
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Investment Counselor
Only for registered members Plano, TX
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Investment Counselor – Wealthbuilder
Only for registered members Plano, TX
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International Investment Counselor
Only for registered members Plano
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International Investment Counselor
Only for registered members Plano, Texas, United States
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International Investment Counselor
Only for registered members Plano, TX
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International Investment Counselor
Only for registered members Plano, TX
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International Investment Counselor
Only for registered members Plano
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Investment Counselor – Wealthbuilder
Only for registered members Plano
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International Investment Counselor
Only for registered members Plano
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International Investment Counselor
Only for registered members Plano
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International Investment Counselor
Only for registered members Plano, Texas, United States
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International Investment Counselor
Only for registered members Plano, TX
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International Investment Counselor
Only for registered members Plano
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RELOCATION AVAILABLE: Investment Counselor
Insight Global- Plano
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RELOCATION AVAILABLE: Investment Counselor
Only for registered members Plano
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Investment Counselor
Only for registered members Dallas
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Investment Counselor
Only for registered members Dallas
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Canadian Investment Counselor
Only for registered members Dallas
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Canadian Investment Counselor
Only for registered members Dallas