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International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 24, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Portarlington, 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 22, 2026
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Job Description

Overview

Fisher Investments is seeking a Private Client Adviser to manage relationships with high-net-worth individuals in Canada. This inside sales position focuses on providing tailored financial solutions over the phone, supported by a dedicated team, with no cold calling involved.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review clients' financial situations and provide investment solutions
  • Convert qualified prospects into clients
  • Participate in ongoing training in advanced sales techniques, finance, and portfolio management

Required skills

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

What the company offers

  • 100% paid medical, dental and vision premiums for you 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 and fertility assistance

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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