Private Client Adviser - Inside Sales (CFA Level 1 or Above Required) Job at Fisher Investments, Arlington, TX

TjdHaFRCQXFSb3FwZGFDT1RqUk5JZEJHcnc9PQ==
  • Fisher Investments
  • Arlington, TX

Job Description

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 is an in-office job located in Plano, TX.

 

The Day-to-Day:

  • 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
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 2+ years experience working 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

Compensation:

  • This role offers uncapped performance-based compensation

Why 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Tags

Holiday work, Remote job,

Similar Jobs

Doosan Bobcat North America, Inc

2026 Program Management Student Experience Job at Doosan Bobcat North America, Inc

 ...At Doosan Bobcat, our success is powered by our people. Through our winning culture and one global team working together, we deliver the best products and service to our customers - and make the world a better place. Join our team today and start building your career... 

HomeFirst Agency

Claims Adjuster I Job at HomeFirst Agency

Claims Adjuster I Location Hybrid work in Maryville, TN : Great Company. Great People. Great Career. If you want to work for a company that invests in...  ...organizational needs. As a Claims Adjuster and a Team Member at Home First Agency, you can enjoy these benefits: ~ Medical... 

Fareway Meat & Grocery

Bakery Clerk Job at Fareway Meat & Grocery

JOB FUNCTION: As a Bakery Clerk, you will play a vital role in ensuring the smooth and efficient operation of our bakery department. Your expertise in assisting customers, preparing and packaging bakery products, and maintaining a clean and organized workspace is essential... 

Allegiance Industries, Inc.

Electrician Apprentice Job at Allegiance Industries, Inc.

Description Travel: Must be able to commute to new job sites as business operations require. Environment: Depending on site, it will include working on the exterior and interior of buildings. The Helper must be able to work in all conditions daily. Also, some work...

Woodlands Senior Living

Certified Residential Medication Aide (CRMA) - 16 hours per week, nights! Job at Woodlands Senior Living

 ...hours per week, nights! Bridgton, ME ( Direct Care Job Type Part-time Description Do you have a background or interest in healthcare with a soft spot in your heart for helping senior citizens and their families? Do you seek a rewarding career within a...