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Financial Services Professional

2 months ago

Arlington, Virginia, United States Fisher Investments Full time

About Fisher Investments

Fisher Investments is a privately held, multi-billion-dollar global investment firm that puts its clients first and strives to better the investment universe.

The Opportunity

We are seeking a highly skilled Financial Services Professional to join our team as a Private Client Adviser - Inside Sales. In this role, you will engage with high-net-worth individuals throughout Canada who have expressed interest in our investment services.

Your Key Responsibilities

  • Be the voice of Fisher Investments to prospective Canadian clients, providing personalized solutions to their financial needs.
  • Review prospects' personal financial situation and provide tailored investment advice.
  • 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.

Your Qualifications

  • 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.

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. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits, including:

  • 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 weeks of 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