Private Client Adviser - Inside Sales Job at Fisher Investments, Dallas, TX

cmlvNzFSeHhjdCt2dHJiNVF1a0tsTDByNUE9PQ==
  • Fisher Investments
  • Dallas, TX

Job Description

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 is an in-office job 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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Tags

Work at office,

Similar Jobs

OPENLANE

Title Coordinator Job at OPENLANE

 ...Company culture of internal promotions, diverse career paths, and meaningful advancement What we're looking for: Our Title Coordinators conduct title service processing with the purpose of ensuring all client service level agreements (SLAs) and PAR quality... 

GAT Airline Ground Support

Airport Cabin Appearance Supervisor Job at GAT Airline Ground Support

 ...all assigned tasks. This supervisory position is responsible for managing both full-time and part-time employees, coordinating with...  ...required. Ensure compliance with all federal, state, municipal, airport authority, and airline regulations. Follow company policies... 

Jobverse Jobs

Fullstack Engineer (Java/Typescript) (Remote) Job at Jobverse Jobs

 ...Our client is a Dutch software and technology company with offices in Amsterdam, Amersfoort, Apeldoorn, Arnhem and Rotterdam...  ...Nike and Bol.com and also work for smaller organizations. They develop products related to cloud, Internet of Things, data intelligence... 

Providence Health and Services

Associate Respiratory Care Practitioner - Providence Anchorage Job at Providence Health and Services

 ...with healthcare team members and requires relevant certifications such as Registered Respiratory Therapist credentials. This full-time night-shift position emphasizes professional development and patient-centered care within a large healthcare organization.... 

AEG

2026 Purchasing Intern Job at AEG

 ...looking for talented and well-rounded applicants to serve as interns. The Purchasing department is responsible for working on a variety...  ...for additional items like ties or absentee recipients in Salesforce. Assist with collecting feedback by creating and sending surveys...