Private Client Adviser

4 months ago

Plano TX United States Fisher Investments Full time
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 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, 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

  • Private Client Adviser – Inside Sales

    3 months ago

    Plano, United States Fisher Investments Full time

    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...

  • Private Client Adviser Inside Sales

    3 weeks ago

    Arlington, TX, United States Fisher Investments Full time

    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...

  • Private Client Adviser

    5 months ago

    Plano, United States Fisher Investments Full time

    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...

  • Private Client Adviser

    5 days ago

    Frisco, TX, United States Fisher Investments Full time

    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...

  • Private Client Adviser Inside Sales

    3 weeks ago

    Gresham, OR, United States Fisher Investments Full time

    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...

  • Private Client Adviser – Inside Sales

    4 months ago

    Garland, TX, United States Fisher Investments Full time

    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...

  • Private Client Adviser – Inside Sales

    2 weeks ago

    Plano, United States Fisher Investments Full time

    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...

  • Private Client Adviser

    4 months ago

    Camas, WA, United States Fisher Investments Full time

    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...

  • Private Client Adviser – Inside Sales

    1 month ago

    PLANO, United States Fisher Investments Full time

    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...

  • Private Client Adviser – Inside Sales

    4 months ago

    Gresham, OR, United States Fisher Investments Full time

    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...

  • Private Client Solicitor

    1 month ago

    Wallingford, CT, United States Hedges Law Full time

    This is an exciting time to join Hedges Law. After becoming the 5th employee-owned law firm in the UK, we have ambitious growth plans and are looking for dynamic self-starters to join the committed team. As a business owner, you will reap the rewards from our employee ownership and profit share model: first-class technology and wonderful people. One of the...

  • U.S. Private Bank

    1 month ago

    Dallas, TX, United States JPMorgan Chase Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...

  • Private Homecare Support Specialist

    3 weeks ago

    Plano, Texas, United States Family Tree Private Care Full time

    Why Choose Family Tree Private Care?We believe in empowering our Care Providers to take ownership of their schedules and client relationships, ensuring a fulfilling and autonomous work experience.Salary: $14.00-$16.00 per hourJob Responsibilities:Provide one-on-one support to our clients, assisting with daily living activities such as personal care, meal...

  • Tax Senior Manager | Private Client

    1 month ago

    Dallas, TX, United States Forvis Mazars, LLP Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...

  • U.S. Private Bank

    1 month ago

    Greenwich, CT, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...

  • U.S. Private Bank – Private Banker

    1 month ago

    New Orleans, LA, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...

  • Private Client Solicitor

    1 month ago

    , PA, United States IDEAL PERSONNEL Full time

    Full time, Permanent, Bedford, Negotiable, Ref No: IPRS5801 Our client has a vacancy for a Private Client Solicitor/Cilex (with Probate experience). You should be experienced in most aspects of Private Client work, particularly probate work. The Firm offers generous financial incentives with the opportunity of quarterly pay rises (which could push salaries...

  • U.S. Private Bank

    1 month ago

    New Orleans, LA, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...

  • U.S. Private Bank

    1 month ago

    Los Angeles, CA, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...

  • Private Client Solicitor

    1 month ago

    Brentwood, CA, United States Douglas Scott Legal Recruitment Full time

    Are you a Private Client Solicitor who is STEP qualified or working towards this prestigious accreditation? If so, a highly rewarding role awaits you in a dynamic and supportive environment.This position offers the chance to significantly impact clients' lives by providing expert legal advice on wills, trusts, estates, and tax planning. The role is based in...