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International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 23, 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 22, 2026
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Job Description

Overview

Fisher Investments is seeking a Private Client Adviser for their US-based team, focusing on Canadian clients. This sales-oriented role involves engaging high-net-worth individuals via phone to provide financial solutions and help them become clients, supported by a dedicated team and ongoing training.

Key responsibilities

  • Engage with prospective high-net-worth clients over the phone
  • Review prospects' personal financial situations and provide tailored solutions
  • Assist qualified Canadian private investors in becoming clients
  • Participate in training on advanced phone sales techniques and financial strategies

Required skills

  • 2+ years of experience in financial services
  • CFA Level 1 or above
  • 24 months of portfolio management experience within the last 5 years
  • Bachelor's degree
  • Proven track record in persuading and educating prospects

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 week Paid Primary Caregiver Leave
  • $10,000 fertility and family forming assistance
  • Back-up child, adult, and elder care
  • Inclusive culture with a focus on learning and development

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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