Private Client Adviser
3 weeks ago
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
- This role offers uncapped performance-based compensation
-
Private Client Adviser – Inside Sales
1 month ago
Plano, United States Fisher Investments Full timeCalling 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
3 weeks ago
Plano, TX, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 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...
-
Private Client Adviser
2 months ago
Plano, United States Fisher Investments Full timeOverview Calling all financial professionals looking for a role 100% focused on sales! 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...
-
Private Client Adviser
2 months ago
Plano, United States Fisher Investments Full timeCalling 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
Garland, TX, United States Fisher Investments Full timeCalling 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
2 weeks ago
Vancouver, WA, United States Fisher Investments Full timeCalling 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
3 weeks ago
Camas, WA, United States Fisher Investments Full timeCalling all financial professionals who hold a CFA Level 1 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...
-
Private Client Adviser
3 weeks ago
Camas, WA, United States Fisher Investments Full timeCalling 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
Gresham, OR, United States Fisher Investments Full timeCalling 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 Assoc II
3 weeks ago
West Palm Beach, FL, United States Citizens Full timeJob DescriptionDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens...
-
Attorney-Adviser (General)
5 days ago
, OH, United States Air Force Civilian Service Full timeCome be a part of something big! Smart Minds, Cool Jobs and Awesome Rewards! Fueled by innovation, talent and ambition, the Air Force Civilian Service (AFCS) is seeking civilian professionals prepared to deploy war-winning capabilities for the United States Air Force. The Air Force Civilian Service (AFCS) is looking for a Full-Time Attorney-Adviser...
-
Head of Private Client Management
2 weeks ago
Windsor, CT, United States MassMutual Full timeThe Opportunity: For more than two decades, MassMutual Trust Company, a private wealth business, has provided complex investment, fiduciary, trust, and high-end service capabilities designed to position MassMutual in the private wealth market. The business’ objective is to attract and retain financial advisors and high net-worth clients by offering...
-
Aveanna Healthcare Private Duty Nurse RN
3 days ago
Plano, TX, United States Aveanna Healthcare Full timeAveanna Healthcare Private Duty Nurse RNRequisition #:197230 Location:Plano, TX 75023 Category:Nursing Salary:Up to $34.00 per hour Position Details Aveanna Private Duty Nurse - RN Aveanna's Private Duty nurses assist our patients with transitioning home from the hospital and provide the continuous care needed to remain at home with their loved ones....
-
Private Client Relationship Manager
7 days ago
, FL, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and...
-
Private Client Relationship Manager
3 weeks ago
Arlington, VA, United States Citizens Full timeJob DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...
-
Private Client Relationship Manager
3 weeks ago
Boardman, OH, United States Citizens Full timeJob DescriptionDescriptionPCRM - Alliance, OH Circuit - Midwest Market:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and...
-
Private Equity Analyst
3 days ago
, TX, United States LP Analyst Full timeJob Title: Private Equity AnalystWe are seeking a highly motivated and detail-oriented Private Equity Analyst to join our team at LP Analyst. As a Private Equity Analyst, you will play a key role in helping our clients achieve success by analyzing and structuring private asset fund data, creating client-specific reporting and dashboard analytics, and...
-
Private Client Relationship Manager, Barrington
3 weeks ago
Barrington, RI, United States Citizens Full timeJob DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...
-
Associate, Private Equity Clients
2 months ago
Dallas, TX, United States Third Bridge Full timeCompany DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights...
-
Client Reporting Program Manager
3 weeks ago
Plano, TX, United States Fisher Investments Full timePortfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for both Institutional and Private Clients. Our reporting provides important insights into Client portfolios that keep Clients informed on their investments. We also serve as an important resource across the...