Investment Counsellor

6 days ago

Garland, Texas, United States Fisher Investments Full time
Investment Counsellor Opportunity

We are seeking a skilled Investment Counsellor to join our team in the United States, servicing high-net-worth clients in Canada. As a key member of our firm, you will be responsible for providing exceptional investment advice and portfolio management services to our Canadian clients.

Key Responsibilities:
  • 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. Our firm offers a unique approach to investment management, and we're committed to being a fee-only fiduciary firm. This means our compensation structure aligns with our clients' best interests without relying on commissions.

We offer a comprehensive training program to help you develop your skills and knowledge in finance and capital markets. Our team is dedicated to supporting your growth and success in your role as an Investment Counsellor.

As a Canadian Investment Counsellor, you will be the central voice of Fisher Investments Canada, working from the United States. You will have the opportunity to work with a diverse range of clients and develop your expertise in investment management.

Benefits:
  • 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
  • $10,000 fertility, hormonal health, and family-forming benefit

Fisher Investments is an equal opportunity employer.

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