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Aubrey, TX
$10k
Full Time
IT
Fisher Investments

Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives. The Opportunity: As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate...  more ->

4/29/2024 7:48:01 AM
JS1398961045
Mesquite, TX
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 12:08:25 AM
JS23502_20484_1536479716
Portland, OR
$100k - $130k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 2:42:52 AM
JS1398959729
Lehigh Acres, FL
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 2:23:58 AM
JS22557_20484_1860307198
Plano, TX
$10k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 10:51:16 AM
JS1398961371
Southlake, TX
$10k
Full Time
IT
Fisher Investments

Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives. The Opportunity: As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate...  more ->

4/29/2024 9:51:57 AM
JS1398961047
Fort Worth, TX
$10k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 7:48:15 AM
JS1398961366
Lawrence, MA
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 2:22:17 AM
JS22531_20484_1302566644
Rowlett, TX
$10k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 12:38:30 AM
JS1398961361
Camas, WA
$100k - $130k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 7:47:31 AM
JS1398959742
Vancouver, WA
$100k - $130k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 9:50:59 AM
JS1398960265
Watsonville, CA
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 3:22:13 AM
JS22557_20484_56195009
Bay Pines, FL
$10k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 12:54:36 PM
JS1398959163
Sunnyvale, TX
$10k
Full Time
Finance
Fisher Investments

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your Legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not...  more ->

4/29/2024 8:51:29 AM
JS1398961369
Fort Myers, FL
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 2:22:31 AM
JS22531_20484_1860307198-B40799B53E2FAFAC4318C49107947022
Lehigh Acres, FL
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 2:22:32 AM
JS22531_20484_1860307198
Marysville, WA
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 12:09:40 PM
JS22531_20484_2029593115
Salinas, CA
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 12:09:38 PM
JS22531_20484_160059547
Mesquite, TX
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/23/2024 9:18:58 PM
JS22531_20484_1536479716
Watsonville, CA
Full Time
Finance
Edward Jones

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview Skills/Requirements Awards & Accolades About Us more ->

4/24/2024 2:22:26 AM
JS22531_20484_56195009
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