International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments; Tampa (FL); Presencial; USD 70 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.
• No travel required as this position is focused on phone-based sales or virtual connections

Conhecimentos

Financial services experience

Sales persuasion

Client education

Strong communication

Formação académica

Bachelor's degree

CFA Level 1

Descrição da oferta de emprego

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.

The 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 Tampa, FL.

The 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

Your 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