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

U1NtNGY5UTJUV1Qrdkwzb29ibjB5WTNK
  • 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 onsite position is located in Camas, WA. 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: Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed 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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care $10,000 fertility, hormonal health and family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Tags

Holiday work, Remote job,

Similar Jobs

Westmoreland Rehabilitation and Healthcare Center

Certified Nurse Aide (CNA) Job at Westmoreland Rehabilitation and Healthcare Center

 ...To join this team please have the following requirements: Must possess a current, unencumbered, active license to practice as a CNA in the State hired. Must have experience in a long-term, or sub-acute facility as a CNA Must be willing to work with multiple residents... 

Foxconn Corporation

Cost Accountant Job at Foxconn Corporation

 ...position is responsible for monitoring, resolving, and reporting all cost and inventory activities. Duties and Responsibilities:...  ...Monitor daily inventory cycle count. Responsible for cost accounting reports, such as inventory levels, discrepancies, and turn... 

Tactile Medical

Patient Education Consultant Job at Tactile Medical

Overview: The Patient Education Consultant is responsible for conducting demonstrations and trainings with current and potential Tactile Medical patients on our products in their assigned area. This position will build strong rapport with the patient through introduction... 

Spectrum

2025 Summer Intern: Business Analyst Job at Spectrum

 ...is a learning-intensive program designed to give you essential business insights and hands-on experience in your field of choice. Its...  ..., networking opportunities, and mentorship. The Spectrum Internship Experience You have clear aspirations and are seeking a summer... 

Unitek Learning

Vocational Nursing Instructor - Part-Time Weekends - SSF Job at Unitek Learning

 ...Work for Unitek Learning? To be part of a healthcare revolution....  ...We are looking for a Part Time Vocational Nursing Instructor...  ...visiting clinical sites * Weekends/Saturdays required Make continuous...  ...attendance, grades, and skills check-off forms and assist with program...