International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this role you engage high-net-worth Canadian clients by phone, representing Fisher Investments with professionalism and empathy. You assess prospects' financial situations and propose tailored solutions to convert them into clients. You will receive ongoing training in advanced phone sales, finance, capital markets and portfolio management to sharpen your advisory and selling skills. This in-office position in Plano, TX offers clear promotion opportunities and a supportive, cross-functional team culture.

Compensation / Benefits

• 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
• Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• No travel required; focus on phone-based sales or virtual connections Tasks
• 2+ years experience 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 Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO plus 10 paid holidays
• Paid Primary Caregiver Leave (8 weeks)
• fertility and family-forming support
• equal opportunity employer / Great Place to Work