Overview As a Private Client Adviser - Inside Sales you will engage high-net-worth Canadian clients over the phone to present Fisher Investments solutions. You'll join a cross-functional support team and receive training to sharpen advanced sales techniques and financial knowledge. The role is office-based in Camas, WA, with a focus on Canada-market opportunities and no travel. You help qualified investors become clients while contributing to a growth-oriented, client-first culture.
Compensation / Benefits- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including Paid Primary Caregiver Leave and fertility/family forming support
- back-up child, adult, and elder care
Responsibilities- Speak with prospective Canadian clients via phone to represent Fisher Investments
- Assess prospects' financial situations and offer tailored solutions
- Convert qualified prospects into clients of Fisher Investments
- Participate in ongoing training on phone sales, finance, capital markets and portfolio management
- Focus on phone-based sales or virtual connections with no travel requirements
Key requirements- 2+ years of experience in financial services
- CFA (at least Level 1) and 24 months portfolio management experience within last 5 years
- Bachelor's degree
- Track record of success
- Experience persuading and educating prospects
- persuasion
- effective communication
- client-focused service
- CFA Level 1
- portfolio management experience
- advanced phone sales techniques
