Private Client Adviser - Inside Sales (CFA Level 1 or Above Required)

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.

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 :

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 :

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER