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Medical Financial Advisor

2 months ago

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

Are you a CFA Level 1 holder with experience in portfolio management and client relationship building? We're seeking a skilled Investment Counsellor to join our team in the United States, servicing high-net-worth clients in Canada.

About the Role

As an Investment Counsellor, you'll be the voice of Fisher Investments to our clients in Canada. You'll 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 benefits include:

  • 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.