Global Investment Counselor for High-Net-Worth Clients

Fisher Investments; Camas (WA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO and 10 paid holidays

Family Support programs

Job summary

A financial services firm located in Camas, WA, is seeking an International Investment Counsellor to service Canadian clients. This role requires a CFA certification and a strong background in portfolio management. You will actively manage client relationships and ensure they are on track with their financial goals. The position offers a base salary between $90,000 and $140,000, along with exceptional benefits including 100% paid medical coverage and generous PTO policies.

Qualifications

• CFA certification and Series 65 required.
• 4+ years in portfolio management and client relations.

Responsibilities

• Build and maintain professional relationships with Canadian clients.
• Review clients' asset allocation and financial goals quarterly.
• Educate clients on portfolio strategy and market events.

Skills

Client relationship building

Portfolio management

Consultative approach

Education

Bachelor's degree

Job description

A financial services firm located in Camas, WA, is seeking an International Investment Counsellor to service Canadian clients. This role requires a CFA certification and a strong background in portfolio management. You will actively manage client relationships and ensure they are on track with their financial goals. The position offers a base salary between $90,000 and $140,000, along with exceptional benefits including 100% paid medical coverage and generous PTO policies.