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Fisher Investments · 5 days ago

International Investment Counselor (US Based) - Canadian Clients

Plano, TX

Full-time

Onsite

Mid, Senior Level

4+ years exp

Fisher Investments is a firm focused on providing specialized investment services to high-net-worth clients. They are seeking an International Investment Counselor to build relationships with Canadian clients and work closely with internal teams to deliver exceptional service. The role involves educating clients on investment strategies and managing their portfolios proactively.

Financial Services

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

CFAPortfolio ManagementClient Relationship BuildingBachelor's DegreeConsultative 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