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Financial Advisor / Consultant

New Client Counselor

Job in Plano, Collin County, Texas, 75023, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-08-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome new clients by applying your financial planning knowledg Counselor, Relationship Manager, Investment, Financial Planning, Client Relations, Client, Education
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