Private Client Adviser
3 months ago
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
Bachelors 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. Its 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
2 weeks ago
Garland, 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 months ago
Garland, 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
3 months ago
garland, 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 months 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
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...
-
Client Development Financial Services VP
3 weeks ago
Garland, United States Fisher Investments Full timeAre you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...
-
Entry-Level Client Services Associate
3 weeks ago
Garland, TX, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...
-
Client Development Financial Services VP
3 weeks ago
Garland, TX, United States Fisher Investments Full timeAre you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...
-
Client Service Associate
3 weeks ago
Garland, TX, United States Fisher Investments Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire...
-
Financial Consultant
3 months ago
Garland, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments 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 Advisor....
-
Financial Counselor
3 weeks ago
Garland, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments 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...
-
Private Duty Pediatric Nurse in Garland, TX
3 weeks ago
Garland, United States Pediatric Home Service Full timeAre you ready to make this fall unforgettable? Join our team of pediatric nurses and dive into a season of care, compassion, and colorful adventures! At Pediatric Home Service, we believe in nurturing young hearts and minds with every step of the way. From pumpkin patch playdates to cozy bedtime stories, we provide 1:1 care that makes a real difference. THE...
-
Canadian Investment Counsellor
3 months ago
garland, United States Fisher Investments Full timeAre 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...
-
Painter Powder Coater
3 weeks ago
Garland, United States SURESTAFF LLC Full timeJob DescriptionJob DescriptionSURESTAFF is immediately hiring Painter Powder Coater for a large, well-known client in Garland, TX As a Painter Powder Coater for SURESTAFF, you are responsible for operating electrostatic powder coating equipment to apply powder paint to metal products on a conveyorized paint line. Assists in with the hanging and removing...
-
Plant Automation
1 month ago
Garland, United States The Career Links Full timeJob DescriptionJob DescriptionOur client is a local privately-owned manufacturer. They have been in business since 1977 under consistent ownership. Our company has exhibited continuous growth over this period, and we pride ourselves in our culture. You are not just a number but instead you become a part of our family when you join our team. We work hard and...
-
Financial Services Vice President of Sales
3 weeks ago
Garland, United States Fisher Investments Full timeCalling all financial professionals looking for a role 100% focused on sales! 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...
-
Care Advocate
3 weeks ago
Garland, United States Hope Health Care Full timeAt Hope Health Care, our core values drive us to great lengths to make sure that we select the best people at the right time. We are purposeful to select those team members who naturally model, or are attracted to our values of dignity, compassion, balance, collaboration, professionalism, and positive ethical behavior, and those who seek to grow...
-
Branch Office Administrator
1 month ago
Garland, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Portfolio Counselor
2 weeks ago
Garland, TX, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Billing Financial Counselor
3 weeks ago
Garland, TX, United States Fisher Investments Full timeAre 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...