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Financial Counselor

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

  • location_on
    Location Saint Petersburg, 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 27, 2026
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Job Description

Overview

Fisher Investments is seeking a CFA Level 1 holder as an International Investment Counsellor to service high-net-worth clients in Canada. This role focuses on client relationship management, providing tailored investment advice, and collaborating with internal teams to enhance client financial outcomes.

Key responsibilities

  • Build trusting and professional relationships with Canadian clients
  • Connect proactively with clients to review asset allocation quarterly
  • Educate clients on portfolio strategy and market events
  • Collaborate with the sales team to develop a roster of high-net-worth clients

Required skills

  • CFA (any level) and Series 65
  • 4+ years of experience in portfolio management and client relationships
  • Bachelor's degree
  • Consultative approach with an emphasis on client focus

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including paid primary caregiver leave and fertility assistance
  • Inclusive culture and learning and development framework

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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