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International Private Client Adviser (US Based) - Canadian Clients

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

Job Detail

  • location_on
    Location Vancouver, Washington, 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

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 with high-net-worth individuals over the phone and converting them into clients by providing tailored financial solutions. The role is based in Camas, WA and offers a supportive environment for professional growth and skill development.

Key responsibilities

  • Engage with high-net-worth individuals to discuss their financial situations
  • Provide investment solutions to prospective Canadian clients
  • Utilize provided leads to minimize cold calling efforts
  • Participate in ongoing training in sales techniques and finance
  • Achieve sales targets and contribute to the company’s financial goals

Required skills

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

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 weeks Paid Primary Caregiver Leave
  • $10,000 fertility and family forming assistance
  • Custom learning and development framework for every employee
  • Inclusive company culture with Great Place to Work Certification

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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