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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
06/24/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
Job Description Job Description About the opportunity! Join a fast-growing team transforming how the wealth and insurance industries connect and operate. At FIDx, we are building innovative technology that powers the Insurance Exchange (iX) platform , enabling broker-dealers, insurance carriers, and partners to deliver seamless annuity solutions to advisors and investors. As an Associate, Firm Implementations , you will play a key role in helping firms successfully adopt and expand their use of our platform-working directly with clients, coordinating cross-functional teams, and driving projects that bring new capabilities to life. This role is ideal for someone who thrives at the intersection of client relationships, technology, and project execution . You'll collaborate with leading financial institutions, manage multiple implementation workstreams, and help shape how firms integrate and scale their use of iX. If you are highly organized, curious about financial technology, energized by solving complex problems, and passionate about delivering exceptional client experiences, we'd love to hear from you. We're looking for proactive, analytical professionals who enjoy working in a collaborative environment and taking ownership of meaningful work. If you're excited about learning quickly, building trusted client relationships, and contributing to a platform that is modernizing the insurance and wealth ecosystem, this is an opportunity to grow your career while making a real impact. Summary description of Associate, Firm Implementations: The Firm Implementations Associate is the primary point of contact for home office personnel of Broker Dealer firms that utilize the Insurance Exchange (iX) platform, is responsible for the successful execution of iX related projects for assigned firms and is accountable to deliver clients a positive platform experience. You will be supporting and managing on-boarding activities and executing project related tasks within multiple workstreams of your assigned firms' iX implementation. You will develop and foster relationships with iX clients, understand evolving business needs, and recommend ways for firms to grow and streamline their business utilizing our platform. You will likely be managing multiple sets of implementation activities at any given time and must be able to prioritize, track and execute tasks in accordance with project timelines across multiple firms and 3rd party providers. The Firm Implementations Associate must have demonstrated experience in project management, business process analysis, system data flows and/or business architecture. You must be highly organized, be able to prioritize and drive deliverables across multiple projects simultaneously and effectively manage and adjust to evolving client requirements. This role requires a commitment to understanding the features, functionality, and integration points of the IX platform, excellent communication skills, positive attitude, accountability for delivery, and a passion for delivering outstanding customer experiences. Responsibilities Project Execution Support and execute tasks related to the firm's daily use and adoption of the Insurance Exchange platform. Work cooperatively with internal teams, insurance carriers, partner firms, and 3rd party providers to develop and implement assigned firms' annuity workflows, data integrations, and system functionality. Perform tasks defined in assigned firm's project plans. Ensure deliverables meet published timelines. Work collaboratively with partner firms, e.g., insurance carriers, Envestnet, iCapital, Annuity Order Entry (AOE) providers, and ensure they understand requirements to meet project deliverables. Participate in meetings to iterate requirements. Maintain project boards in Update project plans, carrier lists, product lists, development items, list of post-implementation deliverables, etc. on regular cadence. Execute testing in UAT and Prod environment to ensure development deliverables meet firm business requirements. Client Relationship Management Serve as the primary point of contact for assigned firms to establish and nurture strong relationships based on trust and mutual success. Meet with assigned firms on a regular basis to understand their evolving strategic plans and business needs and to review issues and address concerns. Actively track and manage issues and enhancement request lists, define and execute action plans to resolve issues, and provide summary level reporting to clients and internal stakeholders on a periodic basis. Execute issue triage, liaising with internal teams as required, to identify root cause of reported issues. Define and execute action steps required to resolve issue. Report issue status and, ultimately, issue resolution to client per agreed upon timeframe. Maintain comprehensive repository of client related documentation. Artifacts include but are not limited to: Business Requirements Documents, Statements of Work, transition documents, workflow diagrams, integration diagrams, issues lists, and enhancement request lists. Act as a client advocate, ensuring that the client's perspective is always taken into consideration during decision-making processes. Platform and Industry Expertise : Develop and maintain a foundational understanding of Insurance Exchange capabilities and integration points. Demonstrate assigned firms' Insurance Exchange workflows, features, and functionality and articulate product value to clients within the context of their business. Share knowledge and insights with colleagues within the larger FIDx organization, contributing to the continuous improvement of our products and services. Qualifications Bachelor's degree in Business Administration, Finance, or a related field. Experience in investment operations, project management, client implementation and/or business analysis preferred but not required. Relevant certifications, e.g., Project Management Professional (PMP), are a plus. Basic understanding of wealth management platforms and/or broker dealer / RIA technology platforms and procedures preferred Basic understanding of financial products and associated operational workflows. Experience with annuity products a plus. Strong interpersonal and communication skills, with the ability to build strong relationships and effectively communicate with clients at all levels. Strong analytical, critical thinking, and problem-solving skills. Interest in relevance of detail underlying analysis is a must. Strong organizational and time management skills and the ability to manage multiple clients, projects and priorities simultaneously. Excellent attention to and retention of detail Process orientation Ability and willingness to learn quickly by dong in fast-paced, quickly evolving business environment Passion for delivering exceptional customer experiences and driving client success Self-motivated and able to work independently while also being a team player Additional Requirements Periodic travel and flexible working hours will likely be required to support client project milestones Periodic weekend post-deployment release testing required Strong Excel, Word, Power Point, and Lucid skills required Proficiency in using project management tool like JIRA, and other relevant software applications Candidate must demonstrate initiative, be self-assured, and remain poised and professional in high pressure situations Benefits: Position Type and Expected Hours of Work The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. Magis Capital Partners LLC, which provides management services to FIDx, is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.
06/23/2026
Full time
Job Description Job Description About the opportunity! Join a fast-growing team transforming how the wealth and insurance industries connect and operate. At FIDx, we are building innovative technology that powers the Insurance Exchange (iX) platform , enabling broker-dealers, insurance carriers, and partners to deliver seamless annuity solutions to advisors and investors. As an Associate, Firm Implementations , you will play a key role in helping firms successfully adopt and expand their use of our platform-working directly with clients, coordinating cross-functional teams, and driving projects that bring new capabilities to life. This role is ideal for someone who thrives at the intersection of client relationships, technology, and project execution . You'll collaborate with leading financial institutions, manage multiple implementation workstreams, and help shape how firms integrate and scale their use of iX. If you are highly organized, curious about financial technology, energized by solving complex problems, and passionate about delivering exceptional client experiences, we'd love to hear from you. We're looking for proactive, analytical professionals who enjoy working in a collaborative environment and taking ownership of meaningful work. If you're excited about learning quickly, building trusted client relationships, and contributing to a platform that is modernizing the insurance and wealth ecosystem, this is an opportunity to grow your career while making a real impact. Summary description of Associate, Firm Implementations: The Firm Implementations Associate is the primary point of contact for home office personnel of Broker Dealer firms that utilize the Insurance Exchange (iX) platform, is responsible for the successful execution of iX related projects for assigned firms and is accountable to deliver clients a positive platform experience. You will be supporting and managing on-boarding activities and executing project related tasks within multiple workstreams of your assigned firms' iX implementation. You will develop and foster relationships with iX clients, understand evolving business needs, and recommend ways for firms to grow and streamline their business utilizing our platform. You will likely be managing multiple sets of implementation activities at any given time and must be able to prioritize, track and execute tasks in accordance with project timelines across multiple firms and 3rd party providers. The Firm Implementations Associate must have demonstrated experience in project management, business process analysis, system data flows and/or business architecture. You must be highly organized, be able to prioritize and drive deliverables across multiple projects simultaneously and effectively manage and adjust to evolving client requirements. This role requires a commitment to understanding the features, functionality, and integration points of the IX platform, excellent communication skills, positive attitude, accountability for delivery, and a passion for delivering outstanding customer experiences. Responsibilities Project Execution Support and execute tasks related to the firm's daily use and adoption of the Insurance Exchange platform. Work cooperatively with internal teams, insurance carriers, partner firms, and 3rd party providers to develop and implement assigned firms' annuity workflows, data integrations, and system functionality. Perform tasks defined in assigned firm's project plans. Ensure deliverables meet published timelines. Work collaboratively with partner firms, e.g., insurance carriers, Envestnet, iCapital, Annuity Order Entry (AOE) providers, and ensure they understand requirements to meet project deliverables. Participate in meetings to iterate requirements. Maintain project boards in Update project plans, carrier lists, product lists, development items, list of post-implementation deliverables, etc. on regular cadence. Execute testing in UAT and Prod environment to ensure development deliverables meet firm business requirements. Client Relationship Management Serve as the primary point of contact for assigned firms to establish and nurture strong relationships based on trust and mutual success. Meet with assigned firms on a regular basis to understand their evolving strategic plans and business needs and to review issues and address concerns. Actively track and manage issues and enhancement request lists, define and execute action plans to resolve issues, and provide summary level reporting to clients and internal stakeholders on a periodic basis. Execute issue triage, liaising with internal teams as required, to identify root cause of reported issues. Define and execute action steps required to resolve issue. Report issue status and, ultimately, issue resolution to client per agreed upon timeframe. Maintain comprehensive repository of client related documentation. Artifacts include but are not limited to: Business Requirements Documents, Statements of Work, transition documents, workflow diagrams, integration diagrams, issues lists, and enhancement request lists. Act as a client advocate, ensuring that the client's perspective is always taken into consideration during decision-making processes. Platform and Industry Expertise : Develop and maintain a foundational understanding of Insurance Exchange capabilities and integration points. Demonstrate assigned firms' Insurance Exchange workflows, features, and functionality and articulate product value to clients within the context of their business. Share knowledge and insights with colleagues within the larger FIDx organization, contributing to the continuous improvement of our products and services. Qualifications Bachelor's degree in Business Administration, Finance, or a related field. Experience in investment operations, project management, client implementation and/or business analysis preferred but not required. Relevant certifications, e.g., Project Management Professional (PMP), are a plus. Basic understanding of wealth management platforms and/or broker dealer / RIA technology platforms and procedures preferred Basic understanding of financial products and associated operational workflows. Experience with annuity products a plus. Strong interpersonal and communication skills, with the ability to build strong relationships and effectively communicate with clients at all levels. Strong analytical, critical thinking, and problem-solving skills. Interest in relevance of detail underlying analysis is a must. Strong organizational and time management skills and the ability to manage multiple clients, projects and priorities simultaneously. Excellent attention to and retention of detail Process orientation Ability and willingness to learn quickly by dong in fast-paced, quickly evolving business environment Passion for delivering exceptional customer experiences and driving client success Self-motivated and able to work independently while also being a team player Additional Requirements Periodic travel and flexible working hours will likely be required to support client project milestones Periodic weekend post-deployment release testing required Strong Excel, Word, Power Point, and Lucid skills required Proficiency in using project management tool like JIRA, and other relevant software applications Candidate must demonstrate initiative, be self-assured, and remain poised and professional in high pressure situations Benefits: Position Type and Expected Hours of Work The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. Magis Capital Partners LLC, which provides management services to FIDx, is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.
Paulson Investment Company
Newport Beach, California
Job Description Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You Two or more years of client-facing experience FINRA Series 7/63 and 65 or 66 Experience in Center of Influence marketing Excellent communications and persuasion skills Self-motivated, high energy Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: 401(k) Dental insurance Flexible spending account Health savings account Military leave Professional development assistance Vision insurance Work Location: In person Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
06/23/2026
Full time
Job Description Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You Two or more years of client-facing experience FINRA Series 7/63 and 65 or 66 Experience in Center of Influence marketing Excellent communications and persuasion skills Self-motivated, high energy Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: 401(k) Dental insurance Flexible spending account Health savings account Military leave Professional development assistance Vision insurance Work Location: In person Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
Paulson Investment Company
Beverly Hills, California
Job Description Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You Two or more years of client-facing experience FINRA Series 7/63 and 65 or 66 Experience in Center of Influence marketing Excellent communications and persuasion skills Self-motivated, high energy Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: 401(k) Dental insurance Flexible spending account Health savings account Military leave Professional development assistance Vision insurance Work Location: In person Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
06/23/2026
Full time
Job Description Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You Two or more years of client-facing experience FINRA Series 7/63 and 65 or 66 Experience in Center of Influence marketing Excellent communications and persuasion skills Self-motivated, high energy Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: 401(k) Dental insurance Flexible spending account Health savings account Military leave Professional development assistance Vision insurance Work Location: In person Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/23/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
06/23/2026
Full time
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
REMOTE This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $140,000 - $170,000 per year A bit about us: We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology. We serve over 5,000 clients across the U.S. - high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses - each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems - giving our advisors more time for what matters: building real, lasting wealth for clients. Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow. Why join us? Focus on client advisory and relationship building rather than only tax compliance Equity options for all employees Entrepreneurial environment Unlimited PTO 100% Healthcare coverage for employees and majority covered for family members Rapid upward trajectory opportunities Job Details This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you. If you're a Senior Tax Manager with the following experience, we encourage you to apply! Required: Bachelors Degree in Accounting or similar field CPA or EA 5+ years of Tax experience from a Top 100 CPA firm Expertise in HNW individuals, closely held businesses and passthrough entities Experience with CCH Axcess Preferred: Masters Taxation Strong technical knowledge with foreign filings (5471, 8865, etc) Experience with QSBS (qualified small business stocks) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
REMOTE This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $140,000 - $170,000 per year A bit about us: We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology. We serve over 5,000 clients across the U.S. - high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses - each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems - giving our advisors more time for what matters: building real, lasting wealth for clients. Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow. Why join us? Focus on client advisory and relationship building rather than only tax compliance Equity options for all employees Entrepreneurial environment Unlimited PTO 100% Healthcare coverage for employees and majority covered for family members Rapid upward trajectory opportunities Job Details This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you. If you're a Senior Tax Manager with the following experience, we encourage you to apply! Required: Bachelors Degree in Accounting or similar field CPA or EA 5+ years of Tax experience from a Top 100 CPA firm Expertise in HNW individuals, closely held businesses and passthrough entities Experience with CCH Axcess Preferred: Masters Taxation Strong technical knowledge with foreign filings (5471, 8865, etc) Experience with QSBS (qualified small business stocks) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
06/23/2026
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. Requirements: What You'll Do Prepare for and lead client meetings Collect and organize client data to build financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Track planning process milestones and follow up on action items Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Create thoughtful client "touches" to cultivate referrals Manage onboarding and ongoing client service processes Resolve client inquiries and provide trusted support What We're Looking For Qualifications Minimum 2 years of experience in financial planning or a related field Series 7 and 66 licenses required CFP designation is a plus Bachelor's degree or equivalent work experience Familiarity with the insurance and financial services industry Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) Skills & Attributes Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone Strong written and verbal communication skills with high attention to detail Proficiency in Microsoft Office and Outlook Professionalism in appearance, attitude, and work ethic Adaptable, proactive, and comfortable working in a dynamic environment Strong organizational skills with the ability to prioritize and follow through Commitment to maintaining confidentiality and upholding regulatory standards Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. PI046c6ef5-
06/22/2026
Full time
Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. Requirements: What You'll Do Prepare for and lead client meetings Collect and organize client data to build financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Track planning process milestones and follow up on action items Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Create thoughtful client "touches" to cultivate referrals Manage onboarding and ongoing client service processes Resolve client inquiries and provide trusted support What We're Looking For Qualifications Minimum 2 years of experience in financial planning or a related field Series 7 and 66 licenses required CFP designation is a plus Bachelor's degree or equivalent work experience Familiarity with the insurance and financial services industry Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) Skills & Attributes Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone Strong written and verbal communication skills with high attention to detail Proficiency in Microsoft Office and Outlook Professionalism in appearance, attitude, and work ethic Adaptable, proactive, and comfortable working in a dynamic environment Strong organizational skills with the ability to prioritize and follow through Commitment to maintaining confidentiality and upholding regulatory standards Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. PI046c6ef5-
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
06/22/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
06/22/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation: $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performanceWhy 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/22/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
06/22/2026
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 clients Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond 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 setting Bachelor's degree or equivalent combination of education and experience required Required 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 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
Job Description Job Description Pay: $200,000.00 - $300,000.00 per year Why This Is a Great Opportunity Lead and grow an expanding estate planning practice with real ownership and visibility. Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the future. Join a well-established law firm with a strong reputation, major client volume, and a highly collaborative team. Enjoy a hybrid schedule, strong benefits, performance-based bonus opportunity, and a culture that values work-life balance. Step into a role with meaningful leadership potential, including mentoring, process improvement, and practice development. Location: This is a full-time hybrid position based in Clifton, New Jersey, with a convenient office location near major highways and flexibility for qualified candidates who can reliably commute to the office. Note: Candidates must be actively licensed in New Jersey and have 2+ years of estate planning experience, including drafting estate planning documents and conducting client consultations. New York admission and WealthCounsel experience are strong pluses. About Us We are a well-established, growing law firm with a strong reputation for client-centered legal service, practical guidance, and exceptional responsiveness. Our attorneys take pride in being accessible, compassionate, and highly prepared, while working in a supportive environment that values teamwork, professional growth, and a healthy balance between work and life. Confidential Employer. Job Description Lead client consultations and advise individuals and families on customized estate planning strategies. Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools. Manage the client experience from initial consultation through drafting, signing, and follow-up. Help strengthen and systemize the estate planning practice through improved workflows, SOPs, and service delivery. Collaborate with attorneys, paralegals, support staff, and leadership to ensure efficient, high-quality legal work. Partner with the firm's marketing and leadership teams to support practice growth, client education, and seminar-based business development. Mentor and support junior attorneys and staff as the estate planning department continues to expand. Stay current on estate planning, tax, elder law, and asset protection developments to provide thoughtful legal guidance. Qualifications J.D. from an accredited law school. Active New Jersey Bar admission required. 2+ years of focused estate planning experience. Strong drafting experience with wills, trusts, powers of attorney, and related estate planning documents. Experience conducting client consultations and explaining complex legal concepts clearly. Strong communication, organization, and client service skills. New York Bar admission is a plus. WealthCounsel experience is a plus. Must be able to commute to the Clifton, NJ office as needed for a hybrid schedule. Why You Will Love Working Here You will join a respected, growth-oriented firm with a strong client base and a clear commitment to high-quality service. You will have the chance to lead, build, and improve an estate planning practice rather than simply manage files. You will work with a collaborative team that values responsiveness, professionalism, and practical solutions. You will have meaningful advancement potential as the department grows. You will be supported by a firm that values both excellent legal work and sustainable work-life balance. JPC-1088 Benefits: Dental insurance Paid time off Retirement plan Vision insurance
06/21/2026
Full time
Job Description Job Description Pay: $200,000.00 - $300,000.00 per year Why This Is a Great Opportunity Lead and grow an expanding estate planning practice with real ownership and visibility. Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the future. Join a well-established law firm with a strong reputation, major client volume, and a highly collaborative team. Enjoy a hybrid schedule, strong benefits, performance-based bonus opportunity, and a culture that values work-life balance. Step into a role with meaningful leadership potential, including mentoring, process improvement, and practice development. Location: This is a full-time hybrid position based in Clifton, New Jersey, with a convenient office location near major highways and flexibility for qualified candidates who can reliably commute to the office. Note: Candidates must be actively licensed in New Jersey and have 2+ years of estate planning experience, including drafting estate planning documents and conducting client consultations. New York admission and WealthCounsel experience are strong pluses. About Us We are a well-established, growing law firm with a strong reputation for client-centered legal service, practical guidance, and exceptional responsiveness. Our attorneys take pride in being accessible, compassionate, and highly prepared, while working in a supportive environment that values teamwork, professional growth, and a healthy balance between work and life. Confidential Employer. Job Description Lead client consultations and advise individuals and families on customized estate planning strategies. Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools. Manage the client experience from initial consultation through drafting, signing, and follow-up. Help strengthen and systemize the estate planning practice through improved workflows, SOPs, and service delivery. Collaborate with attorneys, paralegals, support staff, and leadership to ensure efficient, high-quality legal work. Partner with the firm's marketing and leadership teams to support practice growth, client education, and seminar-based business development. Mentor and support junior attorneys and staff as the estate planning department continues to expand. Stay current on estate planning, tax, elder law, and asset protection developments to provide thoughtful legal guidance. Qualifications J.D. from an accredited law school. Active New Jersey Bar admission required. 2+ years of focused estate planning experience. Strong drafting experience with wills, trusts, powers of attorney, and related estate planning documents. Experience conducting client consultations and explaining complex legal concepts clearly. Strong communication, organization, and client service skills. New York Bar admission is a plus. WealthCounsel experience is a plus. Must be able to commute to the Clifton, NJ office as needed for a hybrid schedule. Why You Will Love Working Here You will join a respected, growth-oriented firm with a strong client base and a clear commitment to high-quality service. You will have the chance to lead, build, and improve an estate planning practice rather than simply manage files. You will work with a collaborative team that values responsiveness, professionalism, and practical solutions. You will have meaningful advancement potential as the department grows. You will be supported by a firm that values both excellent legal work and sustainable work-life balance. JPC-1088 Benefits: Dental insurance Paid time off Retirement plan Vision insurance
Tax Manager Greater Denver Area - Englewood, CO Hybrid (2 days in office) This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIG CIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies. We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This Role Sophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roof Access to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structures Stability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibility Culture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll Do Manage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individuals Lead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structures Partner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positions Own the tax calendar across all entities, ensuring accurate and timely compliance year-round Support the tax structuring of real estate and private equity investments alongside the CFO and investment team Conduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendations Review K-1s, track tax basis, and maintain organized documentation across the structure Identify and implement process improvements that bring greater rigor and efficiency to the tax function Monitor legislative and regulatory changes and assess their impact on the organization You'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For 5+ years of progressive tax experience in public accounting or a sophisticated family office environment Strong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning Experience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred) Advanced Excel skills A collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & Credentials Bachelor's degree in Accounting or Taxation (required) Master's degree in Taxation (preferred) CPA designation (required; candidates close to completion may be considered) Benefits: CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including: Medical, dental, and vision insurance Company-paid life insurance Short-term and long-term disability coverage 401(k) retirement plan with company match Company-paid Employee Assistance Program (EAP) Generous paid time off, including vacation, personal days, holidays, and sick leave Compensation details: 00 Yearly Salary PI14d351e5-
06/19/2026
Full time
Tax Manager Greater Denver Area - Englewood, CO Hybrid (2 days in office) This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIG CIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies. We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This Role Sophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roof Access to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structures Stability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibility Culture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll Do Manage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individuals Lead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structures Partner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positions Own the tax calendar across all entities, ensuring accurate and timely compliance year-round Support the tax structuring of real estate and private equity investments alongside the CFO and investment team Conduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendations Review K-1s, track tax basis, and maintain organized documentation across the structure Identify and implement process improvements that bring greater rigor and efficiency to the tax function Monitor legislative and regulatory changes and assess their impact on the organization You'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For 5+ years of progressive tax experience in public accounting or a sophisticated family office environment Strong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning Experience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred) Advanced Excel skills A collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & Credentials Bachelor's degree in Accounting or Taxation (required) Master's degree in Taxation (preferred) CPA designation (required; candidates close to completion may be considered) Benefits: CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including: Medical, dental, and vision insurance Company-paid life insurance Short-term and long-term disability coverage 401(k) retirement plan with company match Company-paid Employee Assistance Program (EAP) Generous paid time off, including vacation, personal days, holidays, and sick leave Compensation details: 00 Yearly Salary PI14d351e5-
