International Investment Counselor (US Based) - Canadian Clients jobs in United States
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Fisher Investments · 1 week ago

International Investment Counselor (US Based) - Canadian Clients

positionCamas, WA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$90K/yr - $140K/yr
date4+ years exp

Fisher Investments is a firm focused on servicing high-net-worth clients, particularly those in Canada. They are seeking an International Investment Counselor to build relationships with clients and provide investment guidance while working closely with internal teams to ensure client satisfaction.

Financial Services
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Comp. & Benefits

Responsibilities

Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualification

CFASeries 65Portfolio managementClient relationship buildingConsultative approach

Required

CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus

Benefits

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
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.

Company

Fisher Investments

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Fisher Investments is an independent, fee-only investment adviser.
dateFounded in 1979
location
Plano, Texas, USA
people-size5001-10000 employees
web-link
https://www.fisherinvestments.com/en-us

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

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Christer Crusenvinge
Regional Director
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Recent News

Investment News
RIAs weigh exits amid California billionaire tax proposal
2026-01-22
prnasia.com
Fisher Investments Recognised as a Great Place to Work®
2025-11-25
Globe and Mail
My answers to key questions investors are asking right now
2025-11-22
Company data provided by crunchbase