Investment Counselor

1 month ago

Dallas TX Dallas County TX Texas United States Fisher Investments Full time

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. Now is your opportunity to use your finance experience to better the investment universe.  
As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
~4+ years of experience with portfolio management and client relationship building
~ Bachelor's degree
~ Why Fisher Investments:
 
We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 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
~$FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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