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Investment Counselor Private, ‑Net‑Worth Clients
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-12
Listing for:
Fisher Investments
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A financial services firm is seeking an Entry Level Investment Counselor in Plano, Texas. In this role, you'll build trusting relationships with high-net-worth clients and educate them on investment strategies. Responsibilities include quarterly reviews of client asset allocations and engaging with our sales team to grow your client roster. Candidates should have at least 2 years of experience in the finance industry, a Bachelor’s degree (or equivalent), and a client-centric approach.
Comprehensive benefits and a supportive environment are offered.
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