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Fisher Investments · 1 day ago

International Private Client Adviser (US Based) - Canadian Clients

Tampa, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Fisher Investments is a privately held, multi-billion-dollar, global investment firm seeking a Private Client Adviser - Inside Sales. In this role, you will engage with high-net-worth individuals in Canada over the phone, providing financial solutions and support while working closely with a dedicated team.

Financial Services

Comp. & Benefits

Responsibilities

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

Qualification

CFA Level 1Portfolio managementFinancial services experienceSales techniquesBachelor's degreePersuasion skills

Required

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

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