Financial Counselor
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 ...
Financial Counselor
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 ...
Financial Consultant
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 ...
Financial Consultant
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 ...
Financial Counselor
Plano, 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 ...
Financial Counselor
Plano, 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 ...
Financial Consultant
Tampa, FL · 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 ...
Financial Consultant
Tampa, FL · 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 ...
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 ...
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 ...
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 ...
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 ...
Financial Counselor
Clearwater, FL · 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 ...
Financial Counselor
Clearwater, FL · 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 ...
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 ...
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 ...
Financial Counselor
Arlington, 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 ...
Financial Counselor
Arlington, 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 ...
Financial Consultant
Clearwater, FL · 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 ...
Financial Consultant
Clearwater, FL · 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 ...
Be Seen First
Outside Sales Representative
Boise, ID · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Boise and the surrounding area. This position provides the opportunity for rapid income growth and ...
Quick apply
Be Seen First
Outside Sales Representative
Boise, ID · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Boise and the surrounding area. This position provides the opportunity for rapid income growth and ...
Be Seen First
Outside Sales Representative
Portland, OR · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Portland and the surrounding area. This position provides the opportunity for rapid income growth and ...
Quick apply
Be Seen First
Outside Sales Representative
Portland, OR · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Portland and the surrounding area. This position provides the opportunity for rapid income growth and ...
Outside Sales Representative
Salt Lake City, UT · On-site
$75K - $125K/yr
Unlock a Career of Unlimited Potential as an Outside Sales Representative Are you ready to catapult your sales career to unprecedented heights and experience unparalleled growth? Do you thrive in a ...
Quick apply
Outside Sales Representative
Salt Lake City, UT · On-site
$75K - $125K/yr
Unlock a Career of Unlimited Potential as an Outside Sales Representative Are you ready to catapult your sales career to unprecedented heights and experience unparalleled growth? Do you thrive in a ...
Be Seen First
Outside Sales Representative
Phoenix, AZ · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Phoenix and the surrounding area. This position provides the opportunity for rapid income growth and ...
Quick apply
Be Seen First
Outside Sales Representative
Phoenix, AZ · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Phoenix and the surrounding area. This position provides the opportunity for rapid income growth and ...
Be Seen First
Outside Sales Representative
Nashville, TN · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Nashville and the surrounding area. This position provides the opportunity for rapid income growth and ...
Quick apply
Be Seen First
Outside Sales Representative
Nashville, TN · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire a Outside Sales Representative in Nashville and the surrounding area. This position provides the opportunity for rapid income growth and ...
Be Seen First
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 ...
Quick apply
Be Seen First
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 ...
Be Seen First
Outside Sales Representative
Salt Lake City, UT · On-site
$75K - $125K/yr
Unlock a Career of Unlimited Potential as an Outside Sales Representative Are you ready to catapult your sales career to unprecedented heights and experience unparalleled growth? Do you thrive in a ...
Quick apply
Be Seen First
Outside Sales Representative
Salt Lake City, UT · On-site
$75K - $125K/yr
Unlock a Career of Unlimited Potential as an Outside Sales Representative Are you ready to catapult your sales career to unprecedented heights and experience unparalleled growth? Do you thrive in a ...
Financial Consultant
Gresham, OR · 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 ...
Financial Consultant
Gresham, OR · 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 ...
Be Seen First
Outside Sales Representative
Layton, UT · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire an Outside Sales Representative in Layton, UT and the surrounding area. This position provides the opportunity for rapid income growth and ...
Quick apply
Be Seen First
Outside Sales Representative
Layton, UT · On-site
$75K - $125K/yr
Our organization is expanding, and we are looking to hire an Outside Sales Representative in Layton, UT and the surrounding area. This position provides the opportunity for rapid income growth and ...
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 ...
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 information
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 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 is the difference between Elevated Financial vs Financial Advisor?
| Aspect | Elevated Financial | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | Certifications like CFP, Series 7, Series 66 common |
| Work Environment | Financial firms, investment companies, banks | Independent or firm-based, client-facing |
| Industry Usage | Used in finance, investment management, wealth planning | Commonly 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.
More about Elevated Financial jobs
What cities are hiring for Elevated Financial jobs? Cities with the most Elevated Financial job openings:
What are the most commonly searched types of Elevated Financial jobs? The most popular types of Elevated Financial jobs are:
What states have the most Elevated Financial jobs? States with the most job openings for Elevated Financial jobs include:
What job categories do people searching Elevated Financial jobs look for? The top searched job categories for Elevated Financial jobs are:
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 17 days ago
Fisher Investments rating
8.5
Based on 15 frontline employees who took The Breakroom Quiz
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
What Fisher Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979