International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview You will engage high-net-worth Canadian clients by phone to introduce Fisher Investments and convert qualified prospects into clients. You'll work with a supportive team and receive training in sales, finance, and portfolio management. This in-office role in Plano, TX focuses on phone-based connections with no travel. You'll operate in a fast-paced environment dedicated to client-first outcomes and growth opportunities within a global investment firm.

Compensation / Benefits

• Be the voice of Fisher Investments to prospective Canadian clients
• Assess prospects' financial situations and propose suitable solutions
• Help qualified Canadian private investors become clients
• Participate in ongoing training on advanced phone sales, finance, capital markets, and portfolio management
• Collaborate with a team providing sales support, client service, and marketing
• No travel required; focus on phone-based sales or virtual connections Tasks
• 2+ years experience in financial services
• CFA (at least Level 1 passed)
• Bachelor's degree
• 24 months portfolio management experience within the last 5 years
• Multi-year track record of success
• Proven ability to persuade and educate prospects Key requirements
• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 weeks Paid Primary Caregiver Leave
• fertility and family forming assistance up to $10,000
• back-up child, adult, and elder care support