Inside Sales: Private Client Adviser (Canada)

Fisher Investments; Plano (TX); 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 PTO plus 10 paid holidays

Family Support programs

Job summary

A global investment firm is seeking a Private Client Adviser in Plano, Texas. This role involves engaging with Canadian high-net-worth clients through phone calls, analyzing their financial needs, and offering investment solutions. Candidates must have a minimum of 2 years in financial services and a CFA Level 1. The position offers uncapped performance-based compensation and an inclusive culture with exceptional benefits, including comprehensive health coverage and generous PTO.

Qualifications

• 2+ years experience in financial services required.
• CFA Level 1 or higher with recent portfolio management experience.
• Proven track record of success in sales and education of clients.

Responsibilities

• Engage with Canadian high-net-worth clients via phone.
• Analyze financial situations and offer appropriate solutions.
• Participate in advanced sales training.

Skills

Financial sales expertise

Persuasion

Client education

Education

Bachelor's degree

CFA Level 1

Job description

A global investment firm is seeking a Private Client Adviser in Plano, Texas. This role involves engaging with Canadian high-net-worth clients through phone calls, analyzing their financial needs, and offering investment solutions. Candidates must have a minimum of 2 years in financial services and a CFA Level 1. The position offers uncapped performance-based compensation and an inclusive culture with exceptional benefits, including comprehensive health coverage and generous PTO.