International Private Client Adviser (US Based) - Canadian Clients

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.
• Proven success persuading and educating prospects.

Responsibilities

• Engage with Canadian high-net-worth clients via phone.
• Analyze financial situations and offer appropriate solutions.
• Participate in advanced sales training.
• Participate in training on phone sales and markets
• No travel; phone-based sales or virtual connections

Skills

Financial sales expertise

Persuasion

Client education

Communication

Education

Bachelor's degree

CFA Level 1

Job description

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

Opportunity

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

Day-to-Day

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation and provide solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections

Qualifications

• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
• Bachelor's degree
• Multi-year track record of success
• Success persuading and educating prospects

Compensation

• This role offers uncapped performance-based compensation

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER