Financial Services Specialist
3 weeks ago
Fisher Investments is a fee-only fiduciary firm that specializes in providing top-down portfolio strategies to high-net-worth clients. Our team of experts works together to ensure our clients receive the best service possible.
Salary and Benefits
We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience. In addition to a base salary, you will also receive 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, and exceptional benefits including fertility and family-forming assistance.
About the Role
As a Canadian Investment Counsellor, you will be the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Your key responsibilities will include building trusting and professional relationships with our Canadian clients, proactively connecting with clients on a quarterly basis to review their asset allocation, and educating clients on our top-down portfolio strategy and their investments.
Requirements
To succeed in this role, you will need a 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, and a Bachelor's degree. A thoughtful consultative approach with an emphasis on client focus is essential for this position.
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