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Financial Consultant

Date Posted: Jun 30, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Clearwater, Florida, 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
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Job Description

Overview

Fisher Investments is seeking a CFA Level 1 holder to join their team as an International Investment Counsellor, focusing on servicing high-net-worth clients in Canada from the United States. This role emphasizes a consultative approach and provides a structured environment that separates sales from client service, allowing you to concentrate on building relationships and delivering exceptional service.

Key responsibilities

  • Build and maintain trusting relationships with Canadian clients
  • Conduct quarterly reviews of asset allocations with clients
  • Educate clients on portfolio strategies and market events
  • Gradually develop a roster of high-net-worth clients with the assistance of the sales team

Required skills

  • CFA (any level passed)
  • Series 65 (support provided to obtain)
  • 4+ years of experience in portfolio management
  • Experience in client relationship building
  • Bachelor's degree
  • Strong consultative approach

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and 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 of Paid Primary Caregiver Leave, $10,000 assistance for fertility and family forming, and backup care services
  • Hybrid work from home program eligibility based on role, tenure, 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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