Private Client Adviser --- Inside Sales (CFA Level 1 or Above Required)
Company: Fisher Investments
Location: Frisco
Posted on: October 30, 2024
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Job Description:
Calling all financial professionals who hold a CFA Level 1 or
above and are looking for a sales focused role As a Private Client
Adviser - Inside Sales, you will engage over the phone with
high-net-worth individuals throughout Canada who have expressed
interest in Fisher Investments. Take advantage of our well-defined
promotion opportunities where qualified leads are provided and
there is no cold calling. Join our privately held,
multi-billion-dollar, global investment firm to put our clients
first and better the investment universe. The Opportunity: You will
be supported by a dedicated team that provides sales support,
client service, marketing, research and more. You will report to
the Inside Sales Manager who will make sure you have the training
and resources to experience success. This onsite position is
located in Plano, TX. The Day-to-Day: Be the voice of Fisher
Investments to prospective Canadian clients Review prospects'
personal financial situation and provide solutions Help qualified
Canadian private investors become clients of Fisher Investments
Partake 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 experience working
in financial services CFA (at least Level 1 passed) and 24 months
portfolio management experience within the last 5 years Bachelor's
degree Multi-year track record of success Success 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
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 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
Keywords: Fisher Investments, Richardson , Private Client Adviser --- Inside Sales (CFA Level 1 or Above Required), Sales , Frisco, Texas
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