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Financial Consultant

Job

Fisher Investments

Remote

Full-Time

Posted 1 week ago (Updated 3 days ago) • Actively hiring

Expires 7/19/2026

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Job Description

Financial Consultant Fisher Investments Investment Management 33701 Saint Petersburg, FL - USA Senior Specialist / Project Manager Show compensation Hybrid Apply now Save position Experteer Overview In this role you will serve Canadian high-net-worth clients from the United States, acting as the central voice of Fisher Investments Canada. You will collaborate with portfolio decision-makers, research teams, client service associates, and the sales team to deliver tailored, fiduciary investment guidance. The position emphasizes proactive client engagement, education on top-down portfolio strategy, and ongoing asset allocation reviews. The role features comprehensive training and a clear path for career development in a collaborative, client-focused culture.
Compensation / Benefits
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 caregiver leave and fertility/family-forming assistance Hybrid work from home program (subject to change) Responsibilities Build trusting, professional relationships with Canadian clients Proactively conduct quarterly asset allocation reviews to stay aligned with long-term goals Educate clients on top-down portfolio strategy, investments, and market events Collaborate with sales and internal teams to grow the client roster and service delivery Key requirements CFA (passed any level) Series 65 (assistance to obtain provided) 4+ years of portfolio management and client relationship experience Bachelor's degree Thoughtful, consultative client-focused approach client-focused relationship-building strong communication portfolio management asset allocation top-down portfolio strategy