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Elevated Financial Jobs in Texas (NOW HIRING)

Fisher Investments

Financial Counselor

Garland, TX · Hybrid

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 ...

Fisher Investments

Financial Consultant

Dallas, TX · Hybrid

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 ...

Fisher Investments

Financial Consultant

Garland, TX · Hybrid

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 ...

Fisher Investments

Financial Counselor

Dallas, TX

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 ...

Fisher Investments

Financial Consultant

Plano, TX

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 ...

Elevated Financial Benefits

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Outside Sales Representative

Copperas Cove, TX · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Copperas Cove and the surrounding area. This position provides the opportunity for rapid income growth and ...

Elevated Financial Benefits

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Outside Sales Representative

Mansfield, TX · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Fayetteville and the surrounding area. This position provides the opportunity for rapid income growth and ...

Elevated Financial Benefits

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Outside Sales Representative

Arlington, TX · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Arlington and the surrounding area. This position provides the opportunity for rapid income growth and ...

Elevated Financial Benefits

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Outside Sales Representative

Austin, TX · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire an Outside Sales Representative in Austin and the surrounding area. This position provides the opportunity for rapid income growth and ...

Vangard, Inc.

Financial Consultant (Sales)

Dallas, TX · On-site

... or elevated support is needed. * Expand conversations to uncover deeper financial needs and learn ... more about clients' broader investment landscape and non-Vanguard holdings. * Offer thoughtful ...

Meriton

Senior Financial Systems Analyst

Irving, TX · Hybrid

$82K - $102K/yr

Senior Financial Systems Analyst Reports To: Director, Financial Systems FLSA Status: Exempt ... Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and ...

Meriton

Senior Financial Systems Analyst

Dallas, TX · Hybrid

$84K - $105K/yr

Senior Financial Systems Analyst Reports To: Director, Financial Systems FLSA Status: Exempt ... Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and ...

Meriton

Senior Financial Systems Analyst

Irving, TX · Hybrid

$82K - $102K/yr

Senior Financial Systems Analyst Reports To: Director, Financial Systems FLSA Status: Exempt ... Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and ...

Crowe LLP

Financial Crime Review Analyst

Plano, TX · On-site

$18.75 - $35.75/hr

... posing elevated risk for money laundering and terrorist financing. They will be responsible for ensuring that reviews and investigations are maintained at a level commensurate with regulatory ...

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Elevated Financial information

What is an Elevated Financial advisor?

An Elevated Financial Advisor is a professional who provides advanced financial planning and investment advice, often specializing in high-net-worth individuals or complex financial situations. They help clients develop strategies to manage assets, minimize taxes, plan for retirement, and achieve long-term financial goals. Elevated Financial Advisors typically offer personalized services and may have additional certifications or expertise compared to standard financial advisors.

What are some common challenges faced by financial advisors at Elevated Financial, and how can new hires prepare to overcome them?

At Elevated Financial, financial advisors often encounter challenges such as building a client base, staying updated with evolving financial regulations, and tailoring advice to diverse client needs. New hires can prepare by actively networking, pursuing relevant certifications, and participating in ongoing training programs offered by the company. Additionally, leveraging team support and mentorship opportunities can help overcome initial hurdles while fostering professional growth.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial markets, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is important for effective client service. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills ensure that advisors can develop tailored strategies, comply with regulations, and support clients in achieving their financial goals.

What is the difference between Elevated Financial vs Financial Advisor?

AspectElevated FinancialFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, Series 7, Series 66 common
Work EnvironmentFinancial firms, investment companies, banksIndependent or firm-based, client-facing
Industry UsageUsed in finance, investment management, wealth planningCommonly used in personal finance, investment advising

Elevated Financial and Financial Advisor roles share similar credentials and work environments, often overlapping in industry usage. Elevated Financial may focus more on higher-level financial planning or investment management, while Financial Advisors typically work directly with clients to develop financial plans. Both roles require relevant certifications and are integral to the finance and wealth management sectors.

What are the most commonly searched types of Elevated Financial jobs in Texas?

The most popular types of Elevated Financial jobs in Texas are:

What are popular job titles related to Elevated Financial jobs in Texas?

For Elevated Financial jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Elevated Financial jobs in Texas look for?

The top searched job categories for Elevated Financial jobs in Texas are:

What cities in Texas are hiring for Elevated Financial jobs?

Cities in Texas with the most Elevated Financial job openings:

Elevated Financial jobs near you
Infographic showing various Elevated Financial job openings in Texas as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution.

Financial Counselor

Garland, TX • Hybrid

Fisher Investments
1 - 5K employees

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Respectful managers

Learn more about Fisher Investmentsexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

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

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