Jobs in Palm Harbor Florida
285 positions found — Page 14
C
Home Health Aide (HHA)
Salary not disclosed
Caregivers Needed – *$500 Sign-On Bonus (1099)
CSI Caregiver Services is registering & onboarding 1099 Caregivers across Florida — and offering a $500 sign‑on bonus for eligible caregivers.
Caregiver Services Inc, a Help at Home company, partners with Home Health Aides (HHA), Certified Nursing Assistants (CNA), and experienced caregivers to support seniors and adults at home. This is flexible independent contractor (1099) work with consistent client opportunities in your area. Start your career and become a hero for someone who needs your support.
Why Choose Caregiver Services Inc?
- Flexible client assignments (part time, full Time, per diem) – Choose client assignments that fit your lifestyle
- Meaningful, one‑on‑one home care work with clients who truly need your help
- Great for experienced caregivers (semi-retired, parents, etc.)
- Competitive hourly rates, weekly pay & direct deposit
- 24/7 caregiver support, ensuring timely help and continuous access to resources
- Veteran‑Friendly Organization: We encourage veterans, active military, and military spouses to apply.
- Local client matches near your home for shorter travel times
- Speedy onboarding – Get through the red tape and start working quickly
- You’ll get the backing of a nationally renowned brand (Help at Home) while building your very own business!
What You’ll Do (Caregiver Responsibilities)
As a Caregiver, you'll work 1‑on‑1 with clients in their homes, supporting them with:
- Light housekeeping: organizing, laundry, basic cleaning
- Personal care: bathing, dressing, grooming, assisting with meals
- Mobility support: safe transfers, fall‑prevention assistance
- Companionship and daily living support
- Transportation and errands (if applicable)
Eligibility Requirements
- Valid Florida 40 hour HHA certificate or CNA license
- Fluent in English (spoken & written)
- Valid ID
- Completion of all required training (organization & state requirements)
- Florida Clearinghouse Background Check – HB531 (AHCA compliant)
If you’re looking for flexible caregiver work, want to support clients in your community, and want to earn a $500 sign‑on bonus, we’d love to register you.
Apply & start making a difference TODAY! Onboarding is fast, and clients are available now in your area.
AHCA Licenses: 3002096, 30211337, 30210968, 30210967, 30210964, 30211593, 3012096, 30211343, 30211018, 3032096, 30210956, 30211345, 30211388, 1189
Sign-on Bonus Details
*$500 sign-on bonus is valid for eligible 1099 Caregivers in Florida. This bonus is available to caregivers who start with a client on or after February 1, 2026. The sign-on bonus is paid in one installment of $500 after the caregiver has completed 500 worked hours. The caregiver must be active and in good standing at the time of bonus payout. The required 500 worked hours must be completed by the one-year anniversary of the caregiver’s start date to be eligible for the bonus. Bonuses will be paid within 30 days of meeting all eligibility requirements. New caregivers, as well as previous caregivers who have been inactive for 60 days or more, are eligible for the bonus. Caregivers transferring from another Help at Home location, entity, or organization within the Help at Home portfolio of companies are not eligible to receive the bonus. 1099 Caregivers must track hours and submit bonus requests to payroll upon meeting all requirements.
Data Security and Privacy Statement
At Help at Home, we prioritize protecting your personal information during the hiring process. We comply with all relevant data privacy regulations, including HIPAA and SOX where applicable. Your data will only be used to assess your employment suitability and won't be shared with unauthorized parties.
We use strong security measures to protect your information from unauthorized access or disclosure. By submitting your application, you consent to this process. You can access, modify, or request deletion of your data by contacting us.
Employees must adhere to our data protection policies and legal requirements to safeguard sensitive information.
Not Specified
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
$10,000
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 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
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
Not Specified
Portfolio Counselor
🏢 Fisher Investments
$10,000
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? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group.
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
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
Not Specified
Financial Counselor
🏢 Fisher Investments
$10,000
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 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 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
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 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
Not Specified
Financial Consultant
🏢 Fisher Investments
$10,000
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 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 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
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 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
Not Specified
F
International Investment Counselor (US Based) - Canadian Clients
$10,000
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-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 Tampa, FL.
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 relationship
* 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
* Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
* Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
* CFA (passed any level) and Series 65 (we will help you obtain upon starting)
* 4+ years of experience with portfolio management and client relationship building
* Bachelor's degree
* 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:
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 Tampa, FL.
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 relationship
* 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
* Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
* Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
* CFA (passed any level) and Series 65 (we will help you obtain upon starting)
* 4+ years of experience with portfolio management and client relationship building
* Bachelor's degree
* 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
Not Specified
W
Outside B2B Sales Executive (Uncapped Commissions | Lifetime Residuals | Real Freedom)
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Not Specified
W
Remote B2B Sales Executive
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
W
Remote Sales Executive (B2B)
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
W
Remote Business Development Executive
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
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