Financial Services Representative
3 days ago
Are you a financial professional looking for a challenging and rewarding role? Do you have a passion for sales and a desire to work with high-net-worth individuals? Look no further than Fisher Investments, a privately held, multi-billion-dollar global investment firm.
The OpportunityAs a Private Client Adviser - Inside Sales, you will engage with prospective Canadian clients over the phone, providing personalized solutions to their financial needs. You will be supported by a dedicated team that provides sales support, client service, marketing, research, and more. Our Inside Sales Manager will ensure you have the training and resources you need to succeed.
Key Responsibilities- Be the voice of Fisher Investments to prospective Canadian clients
- Review prospects' personal financial situation and provide tailored solutions
- Help qualified Canadian private investors become clients of Fisher Investments
- Participate 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
- 2+ years of experience working in financial services
- CFA (at least Level 1 passed) and 24 months of portfolio management experience within the last 5 years
- Bachelor's degree
- Multi-year track record of success
- Success in persuading and educating prospects
- Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
- This role offers uncapped performance-based compensation
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. It's 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up child care
- $10,000 fertility, hormonal health, and family-forming benefit
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