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Private Client Adviser – Inside Sales (CFA Required)

Fisher Investments
Posted a day ago, valid for a year
Location

Vancouver, WA 98663, US

Salary

$60,000 - $72,000 per annum

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Contract type

Full Time

Paid Time Off

By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.

Sonic Summary

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  • Fisher Investments is seeking a Private Client Adviser - Inside Sales with a CFA Level 1 or above and at least 2 years of experience in financial services.
  • The role involves engaging with high-net-worth individuals in Canada over the phone, reviewing their financial situations, and converting them into clients without cold calling.
  • This position offers a commission-based compensation structure with a potential earnings range starting at $100,000, including a percentage of management fees.
  • Candidates must have a bachelor's degree, a successful track record in sales, and experience in portfolio management.
  • The job is based in Camas, WA, and provides extensive training, support, and benefits, including 100% paid medical premiums and generous PTO.

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 Camas, WA.

 

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:

  • Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
  • 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

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By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.