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International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 23, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Melpattampakkam, 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 21, 2026

Job Description

Overview

Fisher Investments is seeking a dedicated International Private Client Adviser to work with high-net-worth individuals in Canada. This inside sales role focuses on building client relationships through phone engagement, with the support of a sales and client service team. The position is based in Tampa, Florida, and offers a structured path for career growth within a well-established investment firm.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review prospects' financial situations and provide tailored solutions
  • Help convert qualified prospects into clients
  • Participate in ongoing training for advanced sales techniques and financial knowledge

Required skills

  • 2+ years of experience in financial services
  • CFA Level 1 or higher
  • 24 months of portfolio management experience within the last 5 years
  • Bachelor's degree
  • Strong communication and persuasion skills
  • Problem-solving abilities

What the company offers

  • 100% paid medical, dental and vision premiums for you 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 assistance for fertility, family forming, and hormonal health
  • Back-up child, adult, and elder care

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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