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Financial Consultant

Date Posted: Jun 29, 2026
Yearly: £ - £

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 28, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counsellor to service high-net-worth clients in Canada from their U.S. location. The role focuses on building trusted client relationships and collaborating with internal teams to provide tailored financial advice without the pressure of sales or prospecting.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy, market events, and investment landscape
  • Collaborate with the sales team to develop a roster of clients

Required skills

  • CFA Level 1 or higher
  • Series 65 (assistance provided to obtain upon starting)
  • 4+ years of portfolio management experience
  • Client relationship building skills
  • Bachelor's degree
  • Consultative approach with emphasis on client focus

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave
  • $10,000 fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Opportunities for hybrid work from home program based on role and tenure

Skills Required

Company Overview

United States of America

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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