Investment advisor Jobs in Cape Coral, FL
Last updated: 17 hours ago
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 pr...Show moreLast updated: 17 hours ago
Lee Memorial Hospital -2776 Cleveland AveFort Myers FL 33901.Shift 1 / 7 : 00 : 00 AM to 7 : 00 : 00 PM.Join Lee Health and elevate your career in a supportive and compassionate workplace culture.Enjoy the o...Show moreLast updated: 17 hours ago
Hiring Range Minimum to Maximum : $13.This position is also eligible for incentive pay based on performance.Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collec...Show moreLast updated: 7 days ago
The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in his / her career in a fast pac...Show moreLast updated: 2 days ago
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people.
Our licensed branch associates are highly vi...Show moreLast updated: 17 hours ago
Are you ready to be a change agent in your organization and beyond? Zschool partners with over 40 prestigious universities, offering a variety of.
We are seeking visionary leaders to join.As an acti...Show moreLast updated: 12 days ago
Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally.This role demands a substantial degree of engagement with both customers and inte...Show moreLast updated: 30+ days ago
Company DescriptionJob Description.As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products...Show moreLast updated: 13 days ago
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients.
Come join a firm that is a stable industry l...Show moreLast updated: 2 days ago
As a Sales Advisor youll be responsible for providing excellent customer service welcoming & guiding customers through your store to actively sell our products and providing customers with support ...Show moreLast updated: 18 hours ago
As an Investment Banking Analyst, you will play a pivotal role in leading and executing complex financial transactions and providing strategic advice to our clients.
Your primary responsibilities wi...Show moreLast updated: 30+ days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
Newport offers comprehensive plan sol...Show moreLast updated: 30+ days ago
Trek is an awesome place to work, with amazing benefits for all employees.We build only products we love, provide incredible hospitality to our customers, and change the world by getting more peopl...Show moreLast updated: 4 days ago
People : Manages all incoming service customers in the drive lane area.Trains and coaches Advisors by utilizing established processes and procedures to ensure they are knowledgeable and compliant wit...Show moreLast updated: 17 hours ago
AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the bes...Show moreLast updated: 18 hours ago
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes.We do that by partnering closely with our clients, assessing their strategic needs, and identifyi...Show moreLast updated: 30+ days ago
- Promoted
- New!
INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)
Fisher InvestmentsFL, United StatesFull-time
- Promoted
- New!
Patient Financial Advisor
Lee HealthFort Myers, FL, United States$15.64–$18.75 hourly
Full-time
Parts Advisor
Audi Fort MyersFort Myers, FL, US Audi Fort Myers is looking to add a Parts Advisor to its team! Here at Audi of Fort Myers, we offer our clientele the highest level of customer service possible.
A reason why we're able to deliver t...Show moreLast updated: 30+ days ago
- Promoted
Customer Accounts Advisor
AaronsFort Myers, FL, US$80,000.00–$96,000.00 yearly
Full-time
- Promoted
Financial Advisor Assistant
GCE Wealth ManagementFort Myers, FL, United StatesFull-time
- Promoted
- New!
ASSOCIATE FINANCIAL ADVISOR
Edward JonesFL, United States$69,100.00 yearly
Full-time
- Promoted
University Advisor
University AdvisorsMiami-Dade County, FL, United StatesFull-time
- Promoted
Service Advisor
TeslaFort Myers, FL, United StatesFull-time
- Promoted
H&M Sales Advisor
H&MEstero, FL, United States$14.00 hourly
Full-time
- Promoted
Investment Consultant - Fort Myers, FL
Fidelity InvestmentsFort Myers, FL, United StatesFull-time
- Promoted
- New!
HM Sales Advisor
H&M GroupEstero, FL, United States$14.00 hourly
Part-time
Investment Banking Analyst - Tech / Software
Selby JenningsFloridaPermanent
Investment Program Manager
Suncoast Credit UnionFort Myers, Florida, US Overview Compensation : $, - $, (based on experience and credentials) with a variable compensation package The Investment Program Manager oversees the development, productivity, supervision, and per...Show moreLast updated: 30+ days ago
- Promoted
Wealth Advisor
Busey BankFort Myers, FL, United States The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients.
The Advisor will engage in proactive and ongoing communicat...Show moreLast updated: 30+ days ago
- Promoted
Wealth Advisor
BankTalent HQFort Myers, FL, United States The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients.
The Advisor will engage in proactive and ongoing communicat...Show moreLast updated: 30+ days ago
Senior Investment Consultant
AscensusRemote, FloridaRemote
Full-time
- Promoted
SERVICE TECH / ADVISOR
Trek Bicycle CorporationFL, United StatesFull-time
- Promoted
- New!
LEAD SERVICE ADVISOR
General RV CenterFL, United StatesFull-time
- Promoted
- New!
Service Advisor
AutoNationFort Myers, FL, United StatesFull-time
Senior Investment Risk Analyst
F1114 Franklin Templeton Companies, LLCFlorida Remote Loc,REMUSARemote
Full-time
INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)
Fisher InvestmentsFL, United States17 hours ago
Job type
- Full-time
Job description2+ 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 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.
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 :
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 :
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER