CFA Level 1 or above, with recent portfolio management experience
Bachelor's degree
Demonstrated history of success in sales
Skilled in persuading and educating clients
Responsibilities
Engage with high-net-worth Canadian clients over the phone
Analyze financial situations and propose tailored solutions
Convert interested prospects into clients for Fisher Investments
Participate in training for sales techniques and finance
Focus on phone-based sales without travel requirements
Benefits
100% paid medical, dental, and vision premiums for you and dependents
50% 401(k) match up to IRS limits
20 days PTO plus 10 paid holidays
Extensive family support programs including paid caregiver leave and fertility assistance
Full Job Description
Overview
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 Plano, TX.
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:
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
About Fisher Investments
Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
