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Financial Consultant

Date Posted: Jun 24, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Dallas, Texas, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 23, 2026
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Job Description

Overview

Fisher Investments is seeking a Financial Consultant to serve high-net-worth clients in Canada from their office in Plano, Texas. The role emphasizes a unique client service model without the need for prospecting and aims to provide clients with a strong financial partnership supported by comprehensive training and resources.

Key responsibilities

  • Build and maintain trusting relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy, investments, and market events
  • Collaborate with internal teams to ensure client satisfaction
  • Gradually build a roster of high-net-worth clients within the first year

Required skills

  • CFA (any level) and Series 65
  • 4+ years of portfolio management and client relationship experience
  • Bachelor's degree
  • Strong consultative approach with focus on client service

What the company offers

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks Paid Primary Caregiver Leave
  • $10,000 fertility and family forming assistance
  • Back-up child, adult, and elder care
  • Opportunity to participate in a hybrid work from home program based on role and performance

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

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