UHNW Investment Counselor Elite Private Client Steward
fisher investmentsTampa, FL
UHNW Investment Counselor Elite Private Client Steward
fisher investmentsTampa, FLSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's UHNW clients in a premium wealth management environment. The role focuses on building long‑term, trust‑based relationships while delivering unparalleled service.
You will act as the liaison between the Investment Policy Committee and clients, ensuring portfolios align with goals and IPC strategy is communicated clearly.
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Level
Senior L5
Location
Tampa, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago