One million success stories. Start yours today.

International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 30, 2026
Yearly: £ - £
Apply Now

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 28, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking a Financial Professional for the role of International Private Client Adviser focused on Canadian Clients. This inside sales position involves engaging high-net-worth individuals over the phone, providing tailored financial solutions, and attending ongoing training to enhance sales techniques and financial knowledge.

Key responsibilities

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

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
  • Ability to persuade and educate prospects

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks of paid primary caregiver leave
  • $10,000 for fertility, family forming, and hormonal health assistance
  • Back-up child, adult, and elder care
  • Great Place to Work certification and an inclusive culture

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

Google Map

Related Jobs