Jobs in Plano
700 positions found — Page 46
H
Parts Delivery Driver
Salary not disclosed
BMW of McKinney Location: 2601 N.
Central Expressway, McKinney, Texas 75071 Summary: To transport parts and equipment for the Company.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilitiesinclude the following: Delivers parts and equipment to customers, vendors, and other locations as requested Picks up parts and equipment from customers, vendors, and other locations as requested Loads and unloads parts and equipment to and from truck Ensures that customers receive the correct products Operates the vehicle used to deliver and pick up parts and equipment Maintains an organized, clean and safe work area Maintains CSI at or above company standards 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 o 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 driving, delivery, or warehouse experience desired.
Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Basic computer skills needed to utilize the company timekeeping system.
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 some 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.
Must be able to lift up to 50 pounds.
Work includes frequent movement around Company premises and the outdoor car lot and movement in and out of cars.
Environment Demands: Duties are performed partially on Company premises and partially in transit to various customer locations.
May transport parts in the Company provided vehicle for several hours at a time.
Work includes driving, moving parts and interaction with customers, vendors, and employees.
Verbal and Writing Ability: Ability to read and comprehend instructions, correspondence, and memos.
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 .
Central Expressway, McKinney, Texas 75071 Summary: To transport parts and equipment for the Company.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilitiesinclude the following: Delivers parts and equipment to customers, vendors, and other locations as requested Picks up parts and equipment from customers, vendors, and other locations as requested Loads and unloads parts and equipment to and from truck Ensures that customers receive the correct products Operates the vehicle used to deliver and pick up parts and equipment Maintains an organized, clean and safe work area Maintains CSI at or above company standards 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 o 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 driving, delivery, or warehouse experience desired.
Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Basic computer skills needed to utilize the company timekeeping system.
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 some 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.
Must be able to lift up to 50 pounds.
Work includes frequent movement around Company premises and the outdoor car lot and movement in and out of cars.
Environment Demands: Duties are performed partially on Company premises and partially in transit to various customer locations.
May transport parts in the Company provided vehicle for several hours at a time.
Work includes driving, moving parts and interaction with customers, vendors, and employees.
Verbal and Writing Ability: Ability to read and comprehend instructions, correspondence, and memos.
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 .
Not Specified
Oracle Business Systems Analyst (OM / O2C)
Salary not disclosed
Job Summary We are seeking a highly experienced and results-driven Senior Business Systems Analyst (BSA) with deep proficiency in Oracle Order Management (OM) and the Order-to-Cash (O2C) workflow, particularly within Oracle E-Business Suite (EBS).
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.
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.
Not Specified
H
Service Assistant
🏢 Hendrick Automotive Group
Salary not disclosed
Hendrick Volkswagen Frisco Location: 5010 State Highway 121, Frisco, Texas 75034 Summary: Responsible for identifying and documenting service, maintenance, and repair service for customers.
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 .
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 .
Not Specified
M
Administrative Support
Salary not disclosed
Candidates who receive an offer will be required to complete a background check and drug test as a condition of employment.
Administrative Support Carrollton, TX (onsite) 4+Month Contract Mon Fri; 7:00 AM 4:00 PM or 8:00 AM 5:00 PM Provides call handling and operational support in an office and print center environment.
The role primarily focuses on answering and routing inbound calls while assisting with administrative, mail, shipping/receiving, and basic print finishing tasks as needed.
Responsibilities Answer and route inbound calls using VOIP/computer phone systems Respond to customer inquiries regarding job status or feasibility and direct calls to appropriate departments Assist print center team with administrative and manual tasks such as hand folding and finishing projects Sort, distribute, and handle incoming and outgoing mail and office supplies Perform shipping and receiving duties for materials and supplies Deliver completed jobs to designated locations within or outside the site as required Perform filing tasks based on customer requests Operate office equipment including copiers, fax machines, calculators, postage meters, and PCs Use bindery and finishing equipment such as paper cutters, hole drills, joggers, tape machines, stackers, scales, and electric staplers Perform additional duties as assigned Requirements High school diploma or GED 1 2 years of experience in call center, receptionist, or related customer service roles Experience using VOIP or computer-based phone systems preferred Some copy/print or document handling experience preferred Strong verbal communication and customer service skills Good PC skills and familiarity with office equipment Good organizational, prioritization, mathematical, and filing skills Ability to work in an office environment with varied tasks Ability to stand, walk, bend, reach, and lift items up to 50 55 lbs.
when required Moderate dexterity and ability to use basic office tools and equipment Business casual dress code Virtual interview process with potential follow-up in-person meeting Metasys Technologies is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
Administrative Support Carrollton, TX (onsite) 4+Month Contract Mon Fri; 7:00 AM 4:00 PM or 8:00 AM 5:00 PM Provides call handling and operational support in an office and print center environment.
The role primarily focuses on answering and routing inbound calls while assisting with administrative, mail, shipping/receiving, and basic print finishing tasks as needed.
Responsibilities Answer and route inbound calls using VOIP/computer phone systems Respond to customer inquiries regarding job status or feasibility and direct calls to appropriate departments Assist print center team with administrative and manual tasks such as hand folding and finishing projects Sort, distribute, and handle incoming and outgoing mail and office supplies Perform shipping and receiving duties for materials and supplies Deliver completed jobs to designated locations within or outside the site as required Perform filing tasks based on customer requests Operate office equipment including copiers, fax machines, calculators, postage meters, and PCs Use bindery and finishing equipment such as paper cutters, hole drills, joggers, tape machines, stackers, scales, and electric staplers Perform additional duties as assigned Requirements High school diploma or GED 1 2 years of experience in call center, receptionist, or related customer service roles Experience using VOIP or computer-based phone systems preferred Some copy/print or document handling experience preferred Strong verbal communication and customer service skills Good PC skills and familiarity with office equipment Good organizational, prioritization, mathematical, and filing skills Ability to work in an office environment with varied tasks Ability to stand, walk, bend, reach, and lift items up to 50 55 lbs.
when required Moderate dexterity and ability to use basic office tools and equipment Business casual dress code Virtual interview process with potential follow-up in-person meeting Metasys Technologies is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
Not Specified
Financial Counselor
$10,000
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 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
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
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 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
International Investment Counselor (US Based) - Canadian Clients
🏢 Fisher Investments
$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 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
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
Not Specified
International Investment Counselor (US Based) - UK Clients
🏢 Fisher Investments
$10,000
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 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
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
Not Specified
F
Investment Counselor (Financial Advisor Alternative)
$10,000
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
* Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market 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:
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
Not Specified
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