Canada-Focused International Investment Counselor

CFA Institute; Tampa (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Hybrid work-from-home option

Job summary

Fisher Investments seeks an International Investment Counselor in Tampa, FL to service Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and the sales force to deliver superior fiduciary, fee-only guidance without commissions.

You will report to a group manager and participate in our training program designed to deepen capital markets knowledge while advancing client relationships.

Qualifications

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

Responsibilities

• Build trusting, professional relationships with Canadian clients
• Proactively contact clients quarterly to review asset allocation
• Educate clients on top-down portfolio strategy, investments, important market events and competitive landscape
• Rely on the sales team to gradually build your roster of high-net-worth clients within the first year

Skills

CFA

Series 65

Education

Bachelor's degree

Job description

Fisher Investments seeks an International Investment Counselor in Tampa, FL to service Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and the sales force to deliver superior fiduciary, fee-only guidance without commissions.

You will report to a group manager and participate in our training program designed to deepen capital markets knowledge while advancing client relationships.