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Wealth Management Consultant

2 months ago


Plano, Texas, United States Fisher Investments Full time

Position Overview:
We are seeking experienced financial professionals with a CFA Level 1 certification or higher for a role focused on client engagement. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our investment services. This position offers a structured path for advancement, with qualified leads provided, eliminating the need for cold outreach.

Key Responsibilities:

  • Act as the primary contact for prospective clients, representing our firm.
  • Assess clients' financial circumstances and offer tailored investment solutions.
  • Assist qualified private investors in becoming clients.
  • Engage in continuous training on advanced sales techniques, financial markets, and portfolio management.
  • Focus on phone-based sales, with no travel required.

Qualifications:

  • Minimum of 2 years of experience in the financial services sector.
  • CFA Level 1 certification and at least 24 months of portfolio management experience within the last 5 years.
  • Bachelor's degree required.
  • Proven track record of success in a sales environment.
  • Ability to effectively persuade and educate potential clients.

Compensation Structure:
This position offers a performance-based compensation model with no limits on earnings potential.

Why Choose Us:
We are committed to enhancing the investment landscape and pride ourselves on our inclusive culture and tailored development programs for every employee. Our benefits include:

  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • 401(k) plan with a generous company match.
  • 20 days of paid time off, plus 10 holidays.
  • Family support initiatives, including paid caregiver leave and adoption assistance.
  • Significant benefits for fertility and family planning.
We are an equal opportunity employer dedicated to fostering a diverse workplace.