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 clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications : 2 years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation : 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 closedThis role offers uncapped performance-based compensationWhy Fisher Investments : We work for a bigger purpose : bettering the investment universe.

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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Last updated : 2024-09-04