Jobs in Mount Lucas, TX
675 positions found — Page 40
The ideal candidate will possess hands-on experience with Fusion connectivity, a strong technical background, and working knowledge of Azure integration.
Exceptional communication and stakeholder management skills are essential for success in this role.
Key Responsibilities Analyze, design, and implement solutions for OM and O2C business processes within Oracle EBS.
Act as a subject matter expert for the O2C workflow, ensuring seamless process integration and optimal system performance.
Lead or support integration initiatives between Oracle EBS and Oracle Fusion applications, ensuring data consistency and process alignment.
Collaborate with cross-functional teams including business stakeholders, developers, and architects to gather requirements, define solutions, and drive implementation.
Prepare and maintain comprehensive documentation including business requirements, functional specifications, process flows, and test cases.
Provide hands-on support for issue resolution, root cause analysis, and continuous improvement of O2C and integration processes.
Leverage knowledge of Azure integration services (e.g., Logic Apps, Data Factory, Service Bus) to support or design cloud-based integrations.
Facilitate and participate in meetings, workshops, and presentations with both technical and non-technical stakeholders.
Train end users and create knowledge transfer materials as needed.
Stay current with Oracle and Azure technology trends and recommend best practices for process and system enhancements.
Responsible for scheduling service to be performed.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilitiesinclude the following: Maintains loaner vehicle fleet and contracts Maintains department social media reputation Greets customers in the service drive area and assists them with the process of checking vehicle in for service.
Assists Service Advisor by working with customer and technician to identify required maintenance.
May advise customers on necessary and recommended services.
May offer additional services and repairs to customers.
Assists with moving vehicles.
Assists customers with reviewing documentation, processing payment, and returning keys for completed services.
Schedules appointments with customer.
Maintains CSI at or above Company standards Assists management with scheduling as needed Ensures maintenance of supplies for dealership Contacts vendors as necessary Coordinates meetings with outside personnel as necessary Assists with training organization Performs routine audits of repair orders as requested Reviews phone calls for development opportunities Assists with parts paperwork and inventory Inputs parts invoices as assigned Assists with accounting process facilitation including PO's, cash schedule, and accounts receivable collections Assists with organizational responsibilities for business development Assists with marketing communications and approvals Maintains an organized, clean and safe work area Participates in required training Records all hours worked accurately in company timekeeping system Follows Safeguards rules and regulations.
Demonstrates the Company’s Core Values Complies with Company policies and procedures Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
Other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.
Desired Education: o GED √ High School Diploma o Associate Degree o Bachelor Degree o Master Degree o Doctorate Degree Field of Study/Work Experience: o Accounting √ Automotive o Business o Human Resources o Information Technology Desired Work Experience: √ up to 3 years o 3-5 years o 5+ years Education/Experience: Previous experience in automotive or customer service industries desired.
Basic knowledge of the mechanical operations of vehicles.
Excellent interpersonal, customer service, and organizational skills.
Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Intermediate skills in Microsoft Office products.
Ability and knowledge of the Dealership Management System and other web based applications utilized for operations.
Communication Skills: Ability to understand and follow instructions.
Ability to communicate effectively with customers and company personnel.
Attendance Expectations: The position requires regular and predictable attendance.
Scheduled shifts may include evening hours, weekends, and holidays.
Physical Demands: While performing the duties of this Job, the employee is regularly required to talk or hear.
The employee is frequently required to stand; walk; and sit.
May be exposed to load noise, vibration, exhaust fumes, and other service repair conditions.
Environment Demands: Duties are generally performed in the service area.
Responsibilities may include conducting road tests on customer vehicles.
Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians.
Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
Verbal and Writing Ability: Ability to read and comprehend instructions, correspondence, and memos.
Ability to effectively present information in one-on-one and small group situations to customers and other employees.
Math Ability: Ability to add, subtract, multiply and divide.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions.
Ability to deal with standardized situations.
Core Values: To perform the job successfully, an individual should demonstrate the following Core Values: Servant Leadership Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
Teamwork through Trust & Respect Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Integrity Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
Commitment to Customer Enthusiasm Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Passion for Winning Hendrick’s tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
Accountability at All Levels Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
Commitment to Continuous Improvement Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team.
This job description in no way states or implies that these are the only duties and responsibilities to be performed by this employee.
The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor.
This job description is subject to revision at the discretion of the company.
Hendrick is an Equal Opportunity employer.
Minorities, women, veterans, and individuals with disabilities are encouraged to apply.
For more information regarding the EEOC, please visit .
Border Patrol Agent (BPA) - Experienced (GL-9 GS-11)
NEW RECRUITMENT AND RETENTION INCENTIVES!
Check out these higher-salaried federal law enforcement opportunities with the U.S. Customs and Border Protection. Your current or prior law enforcement experience may qualify you for this career opportunity with the nation's premier federal agency charged with securing our borders and protecting our country.
You may qualify for these higher-graded Border Patrol Agent (BPA) employment opportunities if you have current or prior law enforcement experience. This experience could have been gained as part of a military police assignment or as a member of a state or local law enforcement organization. Look at the duties and responsibilities section below to see if you are interested in these federal law enforcement opportunities and review the qualifications section below to see if you are qualified.
>DON'T FORGET TO CHECK OUT THE INCENTIVES – SEE SALARY SECTION BELOW
IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.
U.S. Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates' first-choice preferences. Relocation may be required.
The U.S. Border Patrol (USBP) offers those interested in a career in law enforcement an opportunity to work with an elite team of highly trained professionals whose camaraderie, pride, and purpose are hallmarks of their daily mission of protecting America.
If you seek an exciting and rewarding job that provides excellent pay and exceptional federal benefits, now is the time to make your move. U.S. Customs and Border Protection (CBP) is hiring immediately for these full-time, career Law Enforcement Officer (LEO) opportunities.
Salary and Benefits:
Salary for newly appointed law enforcement Border Patrol Agents varies from:
Base Salary: GL-9/GS-11 $63,148 - $120,145 per year
Locality Pay: Varies by duty location.
Overtime Pay: Up to 25%
Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others. A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014. This is a career ladder position with a grade level progression from GL-9 to GS-11 to GS-12. You will be eligible for a promotion to the next higher grade level (without re-applying) once you successfully complete 52 weeks in the lower grade level.
All Border Patrol Agents may select from an array of federal employment benefits that include health and insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan that is similar to traditional and ROTH 401(k) offerings.
*Recruitment Incentive* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102 ) will be offered up to a $20,000 incentive. The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location. Prioritized locations include Sierra Blanca, TX; Presidio, TX; Sanderson, TX; Comstock, TX; Lordsburg, NM; Freer, TX; Hebbronville, TX; Ajo, AZ.
*Retention Incentive* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.
Duties and Responsibilities:
As a BPA, you will be part of our 60,000+ workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation's economic prosperity. Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession.
Typical assignments include:
- Detecting and questioning people suspected of violating immigration and customs laws and inspecting documents and possessions to determine citizenship or violations.
- Preventing and apprehending aliens and smugglers of aliens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations.
- Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband.
- Performing farm checks, building checks, traffic checks, city patrols, and transportation checks.
- Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.
Qualifications:
GL-9: You qualify for the GL-9 grade level if you possess one (1) year of specialized experience, equivalent to at least the next lower grade level, performing duties such as:
- Performing physical searches of detained individuals, their vehicles, and their immediate surroundings for weapons, contraband, currency, and other evidence.
- Apprehending, physically restraining, or working with law enforcement officials to identify or apprehend violators of state, federal, or immigration laws.
- Proficient in the use of firearms, preparing investigative reports, serving court orders (e.g., warrants, subpoenas, etc.), and gathering evidence for criminal cases prosecuted through the court system.
If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GS-11 grade level.
GS-11: You qualify for the GS-11 grade level if you possess one year of specialized experience equivalent to at least the next lower grade level, with the authority granted by the state or government to enforce laws, make arrests, and investigate crimes, performing primary duties in an official law enforcement capacity such as:
- Utilizing intelligence information to track illegal operations, criminal activity, threats to our nation, and/or contraband while serving as a state, federal, or military law enforcement official.
- Leading investigations of fraud, contraband, criminal activity, threats to our nation, and/or illegal operations to determine sources and patterns while serving as a state, federal, or military law enforcement official.
- Apprehending violators of state, federal, or immigration laws by utilizing various forms of complex technology that include surveillance, detection, situation awareness systems, and/or communications equipment.
The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.
There are no education substitutions for the GL-9 or GS-11 grade-level Border Patrol Agent opportunities.
Other Requirements:
Citizenship: You must be a U.S. Citizen to apply for this position.
Residency: You must have had primary U.S. residency (including protectorates as declared under international law) for at least three of the last five years.
Age Restriction: In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C. 8336(c) or Title 5 U.S.C. 8412(d).
Veterans' Preference: You may also be eligible for an excepted service Veterans' Recruitment Appointment (VRA). The age restriction does not apply if you are Veterans' Preference eligible.
Formal Training: After you are hired, you will be detailed to the U.S. Border Patrol Academy in Artesia, New Mexico, for approximately six (6) months of intensive instruction in immigration and nationality laws, law enforcement, and USBP-specific operations, driver training, physical techniques, firearms, and other courses. Border Patrol work requires the ability to speak and read Spanish, as well as English. Border Patrol Agents will be provided training to become proficient in the Spanish language at the Academy.
How to Apply:
Click the Apply button on this site. You will be linked to the CBP Talent Network registration page. For Position of Interest, select Border Patrol Agent, and then complete the pre-screening questions.
You'll then receive a link(s) to the BPA Job Opening Announcements (JOAs) on USAJOBS, the federal government's official employment site, to complete your application. Be certain to review ALL details of the job opportunity announcement and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit. You will be evaluated based on your resume, supporting documents, and the BPA Entrance Exam.
If you have questions about the application process, contact a recruiter through the U.S. Border Patrol page: /s/usbp.
NOTE: As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.
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.The Opportunity: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 Plano, TX.The Day-to-Day:As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States.
You will:Work with our UK clients to build a trusting and professional relationshipProactively 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearDemonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilitiesYour Qualifications:Bachelor's degree or equivalent work experience2+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentAchieve results and provide unparalleled serviceA 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 holidaysFamily 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
If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.The Opportunity:The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients.
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 coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC).
You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility.
You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day:Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher InvestmentsHelp bring in new assets through client referralsEducate clients on Fisher’s investment philosophy and what it means to work with Fisher InvestmentsAlign our portfolio strategy with clients’ goalsOversee clients onboarding process, including transfer of assetsCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years’ experience working in financial servicesHold Series 65 license or required upon hireUnderstanding of capital markets and investment productsManage complexity in a high-volume environmentCompensation:This role offers uncapped performance-based compensation with the possibility to earn well into 6-figuresWhy 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 holidaysFamily 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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 Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity:
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor’s degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Why 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 dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 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 care
- This 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
Come join our firm as an International Investment Counsellor 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.The Opportunity:As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.
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 Plano, TX.The Day-to-Day:As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
You will:Work with our Canadian clients to build a trusting and professional relationshipProactively 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA 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 holidaysFamily 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
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.The Opportunity: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 Plano, TX.The Day-to-Day:As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States.
You will:Work with our UK clients to build a trusting and professional relationshipProactively 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearDemonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilitiesYour Qualifications:Bachelor's degree or equivalent work experience2+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentAchieve results and provide unparalleled serviceA 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 holidaysFamily 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
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 events
* Proactively 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 goals
* Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
* 2+ years of instilling trust and building client relationship within the finance industry
* Series 65 (we will help you obtain upon starting)
* Bachelor's degree or equivalent work experience
* A thoughtful consultative approach with an emphasis on client focus
Why 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 dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 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 care
* This 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
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A 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 holidaysFamily 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
