Financial Consultant

RemoteWorker US; Gresham (OR); On-site; USD 90,000 - 140,000; Full time

Job summary

RemoteWorker US seeks a Financial Consultant who will serve as an International Investment Counsellor, providing tailored financial services to high-net-worth clients in Canada. With no prospecting required, this role allows the successful candidate to leverage their CFA and portfolio management skills in a supportive, client-focused environment, all while enjoying comprehensive benefits and a commitment to professional development.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days PTO plus 10 paid holidays

Family Support programs

Qualifications

• CFA (passed any level) and Series 65 assistance available.
• 4+ years of experience with portfolio management.
• Emphasis on a client-focused approach.

Responsibilities

• Build trust with Canadian clients while working from the US.
• Review asset allocations quarterly for long-term goals.
• Educate clients on portfolio strategies and market events.

Skills

Client relationship building

Portfolio management

Consultative approach

Education

Bachelor's degree

CFA Level 1

Job description

Join to apply for the Financial Consultant role at RemoteWorker US

4 days ago Be among the first 25 applicants

Join to apply for the Financial Consultant role at RemoteWorker US

Get AI-powered advice on this job and more exclusive features.

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

The Day-to-Day

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

• 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
  
  

Qualifications

• 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
  
  

Compensation

• $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
• Eligible for discretionary bonus based on firm and individual performance
  
  

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at RemoteWorker US by 2x

Sign in to set job alerts for “Financial Consultant” roles.

Gresham, OR $85,000.00-$130,000.00 4 days ago

Gresham, OR $80,000.00-$130,000.00 1 day ago

Finance Manager, Finance and Business Integration

Portland, OR $65,000.00-$85,000.00 2 days ago

Wealth Management Investment Consultant, Advisory Services

Gresham, OR $64,855.00-$83,930.00 1 week ago

Camas, WA $80,000.00-$130,000.00 1 day ago

Portland, OR $80,000.00-$130,000.00 4 days ago

Camas, WA $90,000.00-$140,000.00 1 day ago

Portland, OR $90,000.00-$140,000.00 4 days ago

Wealth Management Investment Consultant, Advisory Services

Gresham, OR $71,400.00-$92,400.00 1 week ago

Portland, OR $85,000.00-$130,000.00 1 day ago

Wealth Management Investment Consultant, Advisory Services

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Portland, OR $55,000.00-$83,000.00 1 month ago

Portland, OR $80,000.00-$130,000.00 4 days ago

Gresham, OR $80,000.00-$130,000.00 6 hours ago

Gresham, OR $85,000.00-$130,000.00 4 days ago

Lake Oswego, OR $60,000.00-$125,000.00 4 days ago

College Financial Representative, Internship Program

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.