52 jobs found in plano

Job Description Overview As a Content Support Associate, you'll help drive our global sales and service efforts by preparing all marketing materials produced by the Institutional Group. The materials can range from a finals presentation highlighting our investment process, strategies and market outlook to a portfolio review for an existing client. Reporting to your Team Leader, you will have to opportunity to get involved with creative development and hands-on tasks which further our efforts around the globe and accommodate regional/cultural differences of global clientele.The Day-to-Day:Effectively manage the complexities of servicing a global clientele that includes multiple subsidiaries, currencies and strategiesMaintain current marketing materials, including product performance and characteristics across numerous Institutional strategiesWork directly with Sales and Service Relationship Managers, Research, Investment Policy Committee members and executive management to develop...

Job Description Overview Are you looking to create a lasting impression in a company with endless opportunity to grow? 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 tangible next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to evaluate different documents and financial accounts. Reporting to the Estate and Trust Manager, you will identify any gaps or risks that would prevent them from achieving their goals. At the end of the day you will make a difference in our clients' lives.Day-to-Day:Work directly with our current client base to collect information and organize records needed...

Sign On Bonus $1,500.00 Shift/Schedule - Part Time, Days Location - Plano, TX JOB SUMMARY The Phlebotomist 2 collects and processes quality specimens in a safe manner as outlined in BSWH policies and procedures. Aids in the delivery of exceptional patient care. Assists with training and auditing of behaviors and performance, as assigned. ESSENTIAL FUNCTIONS OF THE ROLE Follows all established specimen collection, labeling, transportation, and handling procedures. Responsible for high customer satisfaction through professional and ethical conduct. Performs job responsibilities in an efficient and effective manner. Performs clerical duties. Demonstrates engagement with achieving department goals and continuous improvement. KEY SUCCESS FACTORS Knowledge and ability to perform laboratory protocols and procedures in accordance with regulations. Analytical and critical thinking abilities. Ability to comprehend and communicate instructions....

Job Description Overview Portfolio Accounting is necessary in making sure our client portfolio information is up-to-date and correct. This helps ensure that Fisher is implementing and reporting on client accounts, and is core for the business to function. Without the dedicated work of the Portfolio Accounting team, many groups could not perform their daily tasks to guarantee that our clients are receiving the best service possible.As a Portfolio Accounting Associate you will work with our custodians all over the globe and conduct cash balances and transactions to prepare for trades. You will apply business logic built by past associates, to ensure the accuracy of information in each account. You will oversee the process of reconciling, ad hoc responsibilities, and support various teams across the firm. Whether it's adapting database infrastructure, automating a manual task or building an audit to reduce the risk of a workflow. Additionally, you will report to you manager directly...

Job Description Overview Are you interested in technology risk management? Your risk or technology background will allow you to consider improvements in oversight and governance that lead to better transparency and decision-making. You will contribute to a technical ERM program that supports us in navigating the wide range of risks many companies face and help us better manage our risk posture.The Opportunity:As an Enterprise Risk Analyst, you will refine our Technology Risk Assessment framework, operating model and capabilities. You will oversee the identification, mitigation and management of risks associated with new or changing technologies. You will be an expert providing guidance on related risk topics. Your expertise will help us to navigate a changing environment. You will report to Enterprise Risk Program Manager who will aid in your training for this role and professional development for future growth opportunities.The Day-to-Day:Provide thoughtful insights around risk and...

Job Description Overview Would you like to use and expand your knowledge of capital markets? Do you enjoy writing? Are you interested in developing your expertise in graphic design programs such as Adobe Illustrator and InDesign? As a US Content Associate, you will help improve and curate several materials to support Fisher Investments' US Private Client Service and Sales organizations while reporting directly to your Team Leader who will aid in your training and professional development.The Content Group produces articles, brochures, talking points, website and multimedia content and more. All materials aid Fisher Investments' global Client Service, Marketing and Sales organizations.As an US Content Associate, you will use your knowledge of capital markets and of Fisher Investments' investment philosophy and market outlook to promote contentsuch as written materials and talking pointsfor our US Private Client Sales and Client Service personnel. This content is used daily to provide...

Job Description Overview The Opportunity: Are you a passionate writer looking to drive high-impact projects from start to finish for an industry-changing wealth management firm? As a Content Writer in our Corporate Communications group, you will have the opportunity to educate US and international investors through compelling marketing brochures, articles, multimedia, and more. You will report to the Creative Content Services Manager and a be part of a close knit team who collaborates with Marketing, PR, Research and others across the firm. Feel rewarded in this challenging opportunity as you help shape Fisher Investments' brand, voice, and deliver financial education across different multimedia channels to prospects and clients. If you are thoughtful, inquisitive and passionate about developing creative marketing and PR solutions that promote business results, we want to hear from you!The Day-to-Day:Take core investment management topics and produce engaging, easy to understand,...

$18/hr Starting Pay What is your goal? If you’re like a lot of people, you want a career that can grow with you. Spectrum Field Technicians come from all kinds of backgrounds and experience levels. If you’re new to the role, enter our training program enthusiastic to learn our systems, services and equipment. If you have experience, continue to increase your knowledge to get comfortable with our expanding and evolving range of tools and techniques. Find lasting success and create quality customer relationships. Build your skills to become a valued member of our team and a reliable face in the community. The knowledge you gain here can take you far. What is the role? Getting started as a Field Tech means getting up-to-date with all that Spectrum has to offer. As we continue to update our tools, technology and efficiencies, we’ll teach you to install and service a range of Spectrum products. You’ll get at least four weeks of fully paid, hands-on training with power tools,...

Job Description Overview The Opportunity:As a Client Support Associate, you will uncover your ideal career roadmap while building a blueprint of the firm! As an essential part of the Client Development group, you will directly support our sales team (Client Development Vice Presidents). You will gain valuable skills in sales support, analytics, market knowledge and operations. You will report directly to your team leader who will aid in your training development and career trajectory.As a Support Associate, you will be the focal support line to our Client Development Vice Presidents, who are producing new business to Fisher Investments through additions, referrals, and new clients. You will handle requests, oversee reporting, and organize portfolio data to assist our sales team. To achieve success in your first year, you will show clear strength at your attention-to-detail and customer service!The Day-to-Day: You'll oversee the completion of various request submitted by the sales...

Job Description Overview Do you enjoy forecasting business data to help make informed decisions? Your analysis can help bring retirement plan services to small and mid-sized businesses. Your ability to support business planning and goal setting will continue the immense growth in our 401(k) Solutions group for years to come.The Opportunity:As a Business Planning Specialist you will drive business planning through data-driven reporting. You will understand the 4S business end-to-end, a unique vantage point that will build your understanding of how our business operates and makes key decisions. You will gain valuable perspective and trust by coordinating updates to and information gathering from leaders throughout the division. You will deepen your qualitative and quantitative analysis and communication skills. A successful specialist becomes a valued partner to functional leaders in 401k Solutions. You will report to the VP of 401(k) Solutions Business Planning who will help shape...

Job Description Overview Do you speak fluent variable, fixed, and indexed annuity? Annuities are a tool to help reach an individual's financial goals. Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances especially a tool with such a long commitment. Until now, an annuity investor's only options were to pay exorbitant fees or do a 1035 exchange to another potentially inappropriate annuity. Fisher Investments, a fiduciary from the start, provides a new option to help investors get back on the right path, and we need your help!The Opportunity:As an Annuity Counselor, you'll connect with high-net-worth investors and use your in-depth knowledge of insurance to be their advocate. You'll work with our Portfolio Evaluation Group to analyze how suitable their current annuity holdings are for reaching their financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible approach....

Job Description Overview Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.The Opportunity:This part-time opportunity is for current college students located near our Fisher campus in Plano, Texas, looking to gain real-world experience in sales. You will report to your Sales Manager who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).The Day-to-Day:Process lead requests within our CRM database for top...

Job Description Overview Are you looking to join a global technology department for an industry-leading investment firm? Fisher Investments is looking for motivated program leaders with scaled Agile experience to support our growing business. If you are looking to make a difference as we develop scalable solutions to support global growth, this may be the right opportunity for you!The Opportunity:As the Sr. Technology Program Manager on the Portfolio Management Technology team, you will work with multiple application development and vendor scrum teams to improve program execution across all functions. You will report to the VP of Portfolio Management Technology and be an important part of a major effort to transform the way technology works at Fisher Investments. You will be in a highly visible role and essential to the success of a multi-year program.The Day-to-Day:Work with Product Owners and scrum teams to manage a living program baseline and roadmap in the form of cleanly...

$18/hr Starting Pay What is your goal? If you’re like a lot of people, you want a career that can grow with you. Spectrum Field Technicians come from all kinds of backgrounds and experience levels. If you’re new to the role, enter our training program enthusiastic to learn our systems, services and equipment. If you have experience, continue to increase your knowledge to get comfortable with our expanding and evolving range of tools and techniques. Find lasting success and create quality customer relationships. Build your skills to become a valued member of our team and a reliable face in the community. The knowledge you gain here can take you far. What is the role? Getting started as a Field Tech means getting up-to-date with all that Spectrum has to offer. As we continue to update our tools, technology and efficiencies, we’ll teach you to install and service a range of Spectrum products. You’ll get at least four weeks of fully paid, hands-on training with power tools,...

$18/hr Starting Pay What is your goal? If you’re like a lot of people, you want a career that can grow with you. Spectrum Field Technicians come from all kinds of backgrounds and experience levels. If you’re new to the role, enter our training program enthusiastic to learn our systems, services and equipment. If you have experience, continue to increase your knowledge to get comfortable with our expanding and evolving range of tools and techniques. Find lasting success and create quality customer relationships. Build your skills to become a valued member of our team and a reliable face in the community. The knowledge you gain here can take you far. What is the role? Getting started as a Field Tech means getting up-to-date with all that Spectrum has to offer. As we continue to update our tools, technology and efficiencies, we’ll teach you to install and service a range of Spectrum products. You’ll get at least four weeks of fully paid, hands-on training with power tools,...