Financial ConsultantRemoteWorker US • Saint Petersburg, FL, US
Financial Consultant
RemoteWorker US • Saint Petersburg, FL, US
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job_description.job_card.job_descriptionCFA (any level passed) and Series 65 (training provided) 4+ years in portfolio management and client relations Bachelor's degree Client-focused, consultative approach 100% paid medical, dental, and vision premiums for employees and dependents 50% 401(k) match up to IRS limits 20 days of PTO plus 10 holidays Family support programs, including paid caregiver leave, fertility assistance, and caregiving support This is an in-office role with potential hybrid options based on performance and tenure Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Sales Industries : Staffing and Recruiting
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Are you currently a CFA Level 1 holder working in the United States and looking to service clients in Canada? Join our firm as an International Investment Counsellor to serve high-net-worth clients. Since 2009, Fisher Investments International has focused on private clients, with a structure that separates sales and client service, eliminating prospecting requirements. Use your finance experience to make a difference in the investment universe.
The Opportunity
As an International Investment Counsellor, you will be the voice of Fisher Investments to our Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and sales teams to provide excellent service. Our fee-only fiduciary model aligns our interests with clients, and our training program offers advanced finance and capital markets education. You will report to a group manager with relevant experience to guide your career development. This position is based in Tampa, FL, and is onsite.
The Day-to-Day
- Build trusting relationships with Canadian clients
- Connect quarterly to review asset allocations and progress towards financial goals
- Educate clients on portfolio strategies, investments, market events, and the competitive landscape
- Gradually build your client roster with support from our sales team
Qualifications
Why Fisher Investments
We aim to better the investment universe, foster an inclusive culture, and invest in our employees through tailored development and recognition as a Great Place to Work. Benefits include :
Fisher Investments is an equal opportunity employer.
Additional Details
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