Canada Private Client Adviser — Inside Sales

CFA Institute; Tampa (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO, plus 10 paid holidays

Family Support programs with paid caregiver leave

Job summary

A global investment firm in Tampa, FL, is seeking a Private Client Adviser for phone-based sales. Candidates should have at least 2 years in financial services, a CFA Level 1 certification, and success in persuading prospects. The position offers extensive support, no cold calling, and potential for uncapped performance-based compensation. Join a firm dedicated to bettering the investment universe through an inclusive culture and exceptional employee benefits.

Qualifications

• 2+ years experience working in financial services.
• CFA (at least Level 1) with 24 months portfolio management.
• Multi-year track record of success.

Responsibilities

• Be the voice to prospective Canadian clients.
• Review personal financial situations for solutions.
• Help investors become clients of the firm.
• Ongoing training in advanced sales techniques.

Skills

Financial services experience

Sales persuasion

Client education

Education

Bachelor's degree

CFA Level 1

Job description

A global investment firm in Tampa, FL, is seeking a Private Client Adviser for phone-based sales. Candidates should have at least 2 years in financial services, a CFA Level 1 certification, and success in persuading prospects. The position offers extensive support, no cold calling, and potential for uncapped performance-based compensation. Join a firm dedicated to bettering the investment universe through an inclusive culture and exceptional employee benefits.