Private Client Adviser – Inside Sales (CFA Level 1 or Above Required) at Fisher Investments summary:As a Private Client Adviser - Inside Sales at Fisher Investments, you will engage with high-net-worth individuals in Canada, leveraging your financial expertise and sales skills to help them become clients. The role focuses on phone-based sales, requiring a CFA Level 1 or higher and offering ongoing training in advanced sales techniques and finance. With strong support from a dedicated team and a clear path for promotion, this position provides an opportunity for financial professionals to excel in a rewarding environment.

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 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:This role offers uncapped performance-based compensationWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords:Private Client Adviser, Inside Sales, CFA Level 1, Financial Services, High-net-worth individuals, Investment firm, Phone sales, Client engagement, Sales support, Portfolio management