Private Client Inside Sales Advisor (CFA 1+)

Fisher Investments; Camas (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Family Support programs including paid caregiver leave

Job summary

A global investment firm is looking for a Private Client Adviser in Camas, WA to engage with high-net-worth individuals in Canada. In this role, you'll analyze clients' financial situations, provide tailored solutions, and receive significant training in sales techniques. The position offers a commission-based structure with potential for uncapped earnings, alongside comprehensive benefits including fully paid medical coverage and generous PTO. Join a purpose-driven firm to enhance the investment universe.

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.
• Multi-year track record of success persuading and educating prospects.

Responsibilities

• Engage over the phone with high-net-worth individuals throughout Canada.
• Review prospects' personal financial situation and provide solutions.
• Participate in ongoing training in advanced phone sales techniques.

Skills

Financial services experience

Persuading and educating prospects

Advanced phone sales techniques

Education

Bachelor's degree

CFA Level 1 or above

Job description

A global investment firm is looking for a Private Client Adviser in Camas, WA to engage with high-net-worth individuals in Canada. In this role, you'll analyze clients' financial situations, provide tailored solutions, and receive significant training in sales techniques. The position offers a commission-based structure with potential for uncapped earnings, alongside comprehensive benefits including fully paid medical coverage and generous PTO. Join a purpose-driven firm to enhance the investment universe.