International Investment Counselor - Camas

Only for registered members Camas, United States

1 week ago

Default job background

Job summary

We are currently seeking an International Investment Counsellor to service clients living in Canada. As a CFA Level 1 holder working in the United States,you will partner with our internal portfolio decision-makers to give our clients the best service possible.

Qualifications

  • CFA (passed any level)
  • Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Investment Counselor

    Only for registered members

    We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. · ...

    Camas

    1 week ago

  • Work in company

    Investment Counselor

    Only for registered members

    +Job summary · This role involves working with high-net-worth clients in the United States as an Investment Counselor at Fisher Investments. · +ResponsibilitiesBuild trusting relationships with clients · Educate them on our top-down portfolio strategy · Proactively connect with c ...

    Camas

    1 month ago

  • Work in company

    Investment Counselor

    Only for registered members

    We take great pride in our inclusive culture and learning and development framework customized for every employee. We work for a bigger purpose: bettering the investment universe.Be the heart of our Private Client Group and build trusting relationships with our clients. · ...

    Camas

    1 month ago

  • Work in company

    Investment Counselor

    Only for registered members

    We work for a bigger purpose: bettering the investment universe. · ...

    Camas

    1 week ago

  • Work in company

    Investment Counselor – Wealthbuilder

    Only for registered members

    This job is with Fisher Investments. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.Work collaboratively with your team, serving clients at a team level while being the liaison be ...

    Camas

    1 month ago

  • Work in company

    International Investment Counselor

    Only for registered members

    +This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. · 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 In ...

    Camas

    1 month ago

  • Work in company

    Investment Counselor – Wealthbuilder

    Only for registered members

    We are looking for an Investment Counselor at Fisher Investments through the Investment Counselor – Wealthbuilder role. · This role prepares qualified candidates for a lifelong career in the financial services industry. · Work collaboratively with your team serving clients at a t ...

    Camas $80,000 - $130,000 (USD) Full time

    1 month ago

  • Work in company

    International Investment Counselor

    Only for registered members

    We take great pride in our inclusive culture and learning and development framework customized for every employee. · ...

    Camas

    2 weeks ago

  • Work in company

    Portfolio Counselor

    Only for registered members

    Join Fisher Investments as a Portfolio Counselor in our New Client Conversion group. You will welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. · You will receive ongoing sales coac ...

    Camas

    1 month ago

  • Work in company

    Financial Planning Counselor

    Only for registered members

    We are hiring a Financial Planning Counselor to help clients build their best version of the financial future. · Develop and broaden financial planning knowledge. · Work with multiple departments in the firm. · Have in-depth conversations with clients to determine their right pat ...

    Camas $85,000 - $130,000 (USD)

    2 weeks ago

  • Work in company

    Financial Planning Counselor

    Only for registered members

    We are hiring a Financial Planning Counselor to join our efforts to better the investment universe. As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. · ...

    Camas

    1 week ago

  • Work in company

    Part-Time Service and Operations Associate

    Only for registered members

    We take pride in developing talent in our Part-time Service and Operations Associates. · This part-time opportunity is for current college students located near our Fisher campus · You will report directly to your Team Leader who will work with your current class schedule to find ...

    Camas Part time

    1 month ago

  • Work in company

    Part-Time Service and Operations Associate

    Only for registered members

    Part-time opportunity for current college students in Camas, WA to provide customer service and support operations. · ...

    Camas Part time

    1 month ago

  • Work in company

    Part-Time Service and Operations Associate

    Only for registered members

    This part-time opportunity is for current college students located near our Fisher campus in Camas. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week). At Fisher Inves ...

    Camas Part time

    1 week ago