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Private Client Sales Adviser
Private Client Sales AdviserFisher Investments • Florida City, FL, United States
No longer accepting applications
Private Client Sales Adviser

Private Client Sales Adviser

Fisher Investments • Florida City, FL, United States
27 days ago
Job type
  • Full-time
Job description

Are you a financial professional with a CFA Level 1 or higher seeking a fulfilling sales role? As a Private Client Sales Adviser, you will engage with high-net-worth individuals across Canada who have shown interest in Fisher Investments. Enjoy our clear promotion paths with qualified leads and no cold calling. Join our privately held, multi-billion-dollar, global investment firm dedicated to prioritizing client needs and enhancing the investment landscape.

The Opportunity :

With the support of a dedicated team in sales, client service, marketing, and research, you will receive comprehensive training and resources from your Inside Sales Manager to help you thrive in this role based in our Plano, TX office.

Your Responsibilities :

  • Represent Fisher Investments to prospective Canadian clients over the phone.
  • Assess prospects' financial situations and offer tailored solutions.
  • Guide qualified Canadian private investors in becoming clients of Fisher Investments.
  • Participate in ongoing training in advanced sales techniques, finance, capital markets, and portfolio management.
  • This is a phone-based sales role, meaning no travel is required.

Your Qualifications :

  • Minimum of 2 years of experience in financial services.
  • Must have passed CFA Level 1 and possess 24 months of portfolio management experience within the last 5 years.
  • Bachelor's degree is required.
  • Proven track record of success in the industry.
  • Ability to effectively persuade and educate prospects.

    • Compensation :

  • Enjoy uncapped performance-based compensation.

    • Why Fisher Investments :

    We strive for a greater mission : bettering the investment universe. We take pride in our inclusive culture, development opportunities tailored for every employee, and our Great Place to Work Certification. Our team members are the heart of our mission, and we invest in their well-being by offering exceptional benefits, including :

  • 100% paid medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% 401(k) match, up to the IRS maximum.
  • 20 days of paid time off, plus 10 paid holidays.
  • Comprehensive family support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 assistance for fertility, family planning, hormonal health, and backup child, adult, and elder care.

    • Fisher Investments is an equal opportunity employer.

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    Private Client Sales • Florida City, FL, United States