International Private Client Adviser (US Based) - Canadian Clients

Experteer Overview In this role, you engage high-net-worth Canadian clients over the phone to introduce Fisher Investments and convert interest into client relationships. You'll work with a dedicated support team to deliver tailored financial solutions and collaborate with cross-functional partners to meet client needs. The position focuses on phone-based sales and virtual connections, with structured training in advanced sales, finance, and portfolio concepts. You will contribute to a mission-driven firm that values growth, learning, and client-first service. This is an in-office opportunity in Tampa, FL with clear promotion pathways and uncapped incentives.

Compensation / Benefits

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situations and propose solutions
• Help qualified Canadian private investors become clients of Fisher Investments
• Participate in ongoing training in advanced phone sales, 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
• Proven ability to persuade and educate prospects Key requirements
• 100% paid medical, dental and vision premiums for dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO plus 10 paid holidays
• Family Support programs including Paid Primary Caregiver Leave
• fertility and family forming support
• back-up child, adult, and elder care