International Private Client Adviser - Plano, TX

Only for registered members Plano, TX, United States

1 month ago

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Job summary

We are seeking financial professionals who hold a CFA Level 1 or above to join our team as Private Client Advisers - Inside Sales. You will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Responsibilities

  • 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
  • No travel required as this position is focused on phone-based sales or virtual connections

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