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International Private Client Adviser (US Based) - Canadian Clients

Date Posted: Jun 30, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an International Private Client Adviser based in Arlington, Texas, to focus on Canadian clients. In this inside sales role, you will connect with high-net-worth individuals over the phone, providing tailored financial solutions and leveraging the support of a dedicated team.

Key responsibilities

  • Engage with prospective Canadian clients over the phone
  • Review clients' personal financial situations and provide solutions
  • Help convert qualified Canadian investors into clients
  • Participate in training on phone sales techniques and portfolio management

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 of success in sales

What the company offers

  • Uncapped performance-based compensation
  • 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 week Paid Primary Caregiver Leave and $10,000 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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