5,891 Adviser jobs in the United States

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Employee discounts
• Free uniforms
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Flexible schedule

• Health care insurance
• Dental insurance
• 401K retirement plan
• Immediate two weeks of PTO/vacation time
• Uniforms
• Weekly bonuses/Monthly
• 40 hour work week with the opportunity of overtime
• Paid overtime

• Maintaining high level customer service while communicating vehicle service needs to our loyal customers.
• Communicating effectively between our automotive technicians and customers
• Writing estimates, processing invoices and ordering needed parts

• We are looking for front staff people who are welcoming people
• We are looking for candidates who demonstrate a high care level
• Effective communication and interpersonal skills
• To thrive and multi-task in a fast paced environment

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

• 8 hour shift

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

• Bachelor's degree in business, finance, or related field.
• 1-2 years of sales experience.
• Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
• Life and health license.
• Valid drivers license.
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

Who We Need

We are seeking a proactive and experienced Should Cost Program Leader to lead cost modeling and sustainment optimization efforts in support of United States Air Force (USAF) and Department of Defense (DoD) engineering and acquisition programs. This leader will oversee the implementation of cost analysis capabilities using Siemens Product Cost Management (PCM) and Teamcenter, while guiding enterprise-wide change management and training initiatives to institutionalize Should Cost culture and processes.

What You'll Do
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

• Lead the development, coordination, and implementation of Should Cost strategies and methodologies across USAF and DoD acquisition and sustainment programs.

• Coordinate activities within the USAF 448th Supply Chain Management Wing to drive a digital transformation effort implementing an organically supported Should Cost capability.

• Build and manage product and lifecycle cost models using Siemens PCM, with Teamcenter integration and other digital engineering platforms.

• Develop and deliver training materials for Siemens Product Cost Management, including job aids, SOPs, workshops, and user guides for analysts and decision-makers.

• Collaborate across engineering, logistics, contracting, and finance functions to align technical baselines with cost analysis outputs.

• Drive organizational change management (OCM) initiatives to embed cost-informed decision-making into USAF and DoD sustainment culture.

• Create and standardize procedures, governance models, and configuration control strategies for scalable and repeatable cost modeling practices.

• Engage with stakeholders across government and industry, delivering briefings, cost insights, and visual dashboards to senior leadership.

• Mentor USAF and DoD acquisition analysts and manage daily workflows to meet evolving USAF and DoD requirements.

• Travel up to 10% for site visits, working groups, and in-person collaboration sessions.

Job Qualifications

Required Qualifications:

• Bachelors degree in Engineering, Business, Finance, or related field (Masters preferred).

• Minimum of 5 years experience in cost estimation, defense acquisition, or lifecycle sustainment support within the USAF or DoD.

• Expertise in Siemens Product Cost Management (PCM) and working knowledge of Teamcenter or equivalent PLM systems.

• Experience creating and facilitating training materials or structured learning for technical software platforms.

• Familiarity with DoD acquisition lifecycle and cost estimating processes including should-cost, ICE, and cost realism analysis.

• Knowledgeable in FAR/DFARS.

• Proven leadership in cross-functional team coordination and enterprise-level process implementation.

• Strong communication and presentation skills with ability to brief senior stakeholders and author executive reports.

Preferred Qualifications:

• Experience working with USAF or DoD organizations such as AFLCMC.

• Experience working with USAF or DoD organizations such as the 448th Supply Chain Management Wing, the Air Force Sustainment Center, and/or the Defense Logistics Agency.

• Knowledge of digital engineering, cost digital twin, or model-based sustainment approaches.

• Certifications in Lean Six Sigma, PMP, or Prosci Change Management.

• Experience supporting SBIR/STTR transitions or DoD prototyping programs.

Minimum Qualifications / Skills:

• Problem Solving: Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem-solving situations; uses reason even when dealing with emotional topics.

• Written Communication: Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.

• Ethics: Treats people with respect; keeps commitments; inspires trust; works with integrity and ethically.

• Strategic Thinking: Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.

• Planning/Organizing: Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedule others; develop realistic action plans.

• Professionalism: Approaches others tactfully; reacts well under pressure; treats others with respect; accepts responsibility for own actions; follows through on commitments.

• Innovation: Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas effectively.

• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, proposals, business correspondence, and procedure manuals.

• Mathematical Skills: Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions; make sound business decisions based on data.

• Physical Demands: Regularly required to sit, talk, type, or hear; frequently required to walk; use hands to finger, handle, or feel and reach with hands and arms. Reasonable accommodations may be made for individuals with disabilities.

• Work Environment: Normally works in a temperature-controlled office environment with frequent exposure to electronic office equipment.

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• Commission/variable pay based position - $100,000 $ base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA.

The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation:

• Commission/variable pay based position - $100,000 $ base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
• This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

• Sales & Marketing