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Wealth Management Consultant

2 months ago

Plano, Texas, United States Fisher Investments Full time

About the Role:
We are seeking experienced financial professionals with a CFA Level 1 or higher who are interested in a sales-oriented position. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our services. This role offers a structured path for advancement, with qualified leads provided and no cold calling involved. Become part of a privately owned, multi-billion-dollar global investment firm dedicated to prioritizing client needs and enhancing the investment landscape.

Your Responsibilities:

  • Act as the primary contact for prospective clients, representing our firm professionally.
  • Assess potential clients' financial situations and offer tailored solutions.
  • Assist qualified Canadian investors in transitioning to clients.
  • Engage in continuous training on advanced sales techniques, financial markets, and portfolio management.
  • Focus on phone-based sales and virtual interactions, with no travel required.

Your Qualifications:

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

Compensation Structure:
This position offers unlimited performance-based compensation opportunities.

Why Choose Us:
We are driven by a greater mission: to improve the investment landscape. Our inclusive culture and tailored learning and development programs for each employee are key to our success. We take pride in our Great Place to Work Certification and recognize that our people are what make our mission achievable. We offer exceptional benefits, including:

  • Comprehensive medical, dental, and vision coverage for you and eligible dependents.
  • 401(k) plan with a 50% match, up to the IRS limit.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support initiatives, including paid caregiver leave and adoption assistance.
  • Generous fertility and family-forming benefits.

Fisher Investments is committed to equal opportunity employment.