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 onsite position is located in Plano, TX. The Day-to-Day : Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications : 2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation : This role offers uncapped performance-based compensationWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Private Client Adviser – Inside Sales (CFA Level 1 or Above Required)
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. Join our priva...
Private Client Adviser – Inside Sales (CFA Level 1 or Above Required)
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. Join our priva...
Private Client Adviser – Inside Sales
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. Join our priva...
Personal Lines Insurance Sales Business Development (High Net Worth Private Client)
In this role you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s ca...
Printing Client Services and Inside Sales Associate
Position reports directly to studio owner and serves as the primary contact for potential customers to communicate products and services options, manage existing client requests, as well as, ensure projects are produced within clients timelines and budget while maintaining high level of customer ser...
Sales Director - Private Client Practice
The business development director will work closely with the regional Business Development Directors, the Global Private Client Practice Head, Private Client Business Development and Client Relationship Management Leads, and specific investment teams within the Private Client Practice to coordinate ...
Remote Account Executive / Sales (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...
Consumer Loan Sales Specialist
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership,...
Account Executive (Remote)
D Aceto Services LLC is seeking a results-driven and motivated Account Executive to join our remote team. Ability to work independently and manage time effectively in a remote setting. Flexible work hours and a remote work environment. ...
Enterprise Account Executive - TMT
Employ outstanding account leadership skills to identify account expansion opportunities by cross-selling and up-selling opportunities within targeted accounts. ENTERPRISE ACCOUNT EXECUTIVE focusing on selling into the TMT (Telco, Media, Technology) Industry. You may have up to 35-40 accounts in a d...