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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 ->
The Cornerstone Fund UCC has an immediate opening for an Accounting Systems Specialist The Accounting Systems Specialist plays a pivotal role in providing crucial support to the Vice President & Chief Financial Officer. Beyond managing the routine bookkeeping and accounting tasks of the organization, this position is integral in enhancing efficiency through the optimization and automation of existing systems. The Specialist will also contribute to the implementation and advancement of new technologies within our systems infrastructure. Moreover, they will ensure compliance with both internal... more ->
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth... more ->
The Corporate Accounting Team ("CAT") is an essential part of Corporate Finance at Fisher Investments. We keep the Fisher corporate group's accounting records up to date and in accordance with both international and domestic accounting standards. The accounting records provide important information for senior management and are also used to produce our financial statements, tax returns, and regulatory filings. The Opportunity: Our team leads the annual financial audits of every company in the corporate group, working with external financial statement auditors in eight countries (and... more ->
Job Description What will I be doing in this role? Under general supervision and following established practices, policies, and guidelines, provides commercial collections support to Patient Financial Services, performing duties which may include reviewing and resubmitting claims to third party payors, performing account follow-up activities, updating information on account, etc Positions at this level require advanced knowledge in specialized functions and a full understanding of the revenue cycle. Incumbents work independently and have strong customer service, analytic and problem solving... more ->
Are you a curious auditor who wants to make a difference? Your experience with a world of changing regulations will evaluate the efficiency of operations designed to protect us and our clients. Your help will provide valuable insights and opinions to the growth of our firm. The Opportunity: As an Internal Auditor at Fisher Investments you'll use your previous audit experience to make a significant impact at an expanding global money manager. You will help develop an effective internal audit program. You will help assess risk, test internal controls, and provide invaluable operational... more ->
Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers. The Opportunity: The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial... more ->
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported... more ->
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm. The Opportunity: As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for... more ->
The Billing Operations Team oversees and ensures the accurate billing of our clients. Our efforts assist all of the companies we support globally and all of the products we offer. As a Billing Operations Associate you will develop an understanding of our broader Revenue Operations Group and help service a host of internal clients: Client Service, Portfolio Management Group (PMG), Legal and Compliance (LCD), and Audit, to name a few. Our group also works with our domestic and international custodians. You will develop unique perspective of how Corporate Finance helps service and protect our... more ->
Do you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors? Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals. The Opportunity: As an Annuity Counselor, you will... more ->