Private Client Adviser - Inside Sales
Company: Fisher Investments
Location: Garland
Posted on: October 16, 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, Fort Worth , Private Client Adviser - Inside Sales, Sales , Garland, Texas
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here to apply!
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