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Financial Consultant
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Are you currently a CFA Level 1 holder working in the United States and looking to service clients in Canada? Join our firm as an International Investment Counsellor to serve high-net-worth clients. Since 2009, Fisher Investments International has focused on private clients, with a structure that separates sales and client service, eliminating prospecting requirements. Use your finance experience to make a difference in the investment universe.
The Opportunity As an International Investment Counsellor, you will be the voice of Fisher Investments to our Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and sales teams to provide excellent service. Our fee-only fiduciary model aligns our interests with clients, and our training program offers advanced finance and capital markets education. You will report to a group manager with relevant experience to guide your career development. This position is based in Tampa, FL, and is onsite.
The Day-to-Day
Build trusting relationships with Canadian clients
Connect quarterly to review asset allocations and progress towards financial goals
Educate clients on portfolio strategies, investments, market events, and the competitive landscape
Gradually build your client roster with support from our sales team
Qualifications
CFA (any level passed) and Series 65 (training provided)
4+ years in portfolio management and client relations
Bachelor's degree
Client-focused, consultative approach
Why Fisher Investments We aim to better the investment universe, foster an inclusive culture, and invest in our employees through tailored development and recognition as a Great Place to Work. Benefits include:
100% paid medical, dental, and vision premiums for employees and dependents
50% 401(k) match up to IRS limits
20 days of PTO plus 10 holidays
Family support programs, including paid caregiver leave, fertility assistance, and caregiving support
This is an in-office role with potential hybrid options based on performance and tenure
Fisher Investments is an equal opportunity employer.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Staffing and Recruiting
Referrals can double your chances of interview success. Get notified about similar jobs in St. Petersburg, FL.
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Financial Consultant
role at
RemoteWorker US
Are you currently a CFA Level 1 holder working in the United States and looking to service clients in Canada? Join our firm as an International Investment Counsellor to serve high-net-worth clients. Since 2009, Fisher Investments International has focused on private clients, with a structure that separates sales and client service, eliminating prospecting requirements. Use your finance experience to make a difference in the investment universe.
The Opportunity As an International Investment Counsellor, you will be the voice of Fisher Investments to our Canadian clients. You will collaborate with portfolio decision-makers, research teams, client service associates, and sales teams to provide excellent service. Our fee-only fiduciary model aligns our interests with clients, and our training program offers advanced finance and capital markets education. You will report to a group manager with relevant experience to guide your career development. This position is based in Tampa, FL, and is onsite.
The Day-to-Day
Build trusting relationships with Canadian clients
Connect quarterly to review asset allocations and progress towards financial goals
Educate clients on portfolio strategies, investments, market events, and the competitive landscape
Gradually build your client roster with support from our sales team
Qualifications
CFA (any level passed) and Series 65 (training provided)
4+ years in portfolio management and client relations
Bachelor's degree
Client-focused, consultative approach
Why Fisher Investments We aim to better the investment universe, foster an inclusive culture, and invest in our employees through tailored development and recognition as a Great Place to Work. Benefits include:
100% paid medical, dental, and vision premiums for employees and dependents
50% 401(k) match up to IRS limits
20 days of PTO plus 10 holidays
Family support programs, including paid caregiver leave, fertility assistance, and caregiving support
This is an in-office role with potential hybrid options based on performance and tenure
Fisher Investments is an equal opportunity employer.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Staffing and Recruiting
Referrals can double your chances of interview success. Get notified about similar jobs in St. Petersburg, FL.
#J-18808-Ljbffr