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Fisher Investments - Palm Harbor, FL
posted 2 months ago
Full-time - Entry Level
Palm Harbor, FL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
As a Private Client Adviser - Inside Sales at Fisher Investments, you will engage with high-net-worth individuals across Canada, providing tailored financial solutions and support. This role focuses on phone-based sales, with no cold calling involved, as you will work with qualified leads. You will be part of a dedicated team that offers comprehensive support in sales, client service, and marketing, ensuring you have the resources needed for success.
Responsibilities
- Engage with prospective Canadian clients over the phone.
- Review prospects' personal financial situations and provide tailored solutions.
- Assist qualified Canadian private investors in becoming clients of Fisher Investments.
- Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management.
Requirements
- 2+ years of experience in financial services.
- CFA Level 1 or above certification.
- 24 months of portfolio management experience within the last 5 years.
- Bachelor's degree in a relevant field.
- Proven track record of success in persuading and educating prospects.
Benefits
- 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 of paid primary caregiver leave, fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
- $10,000 fertility, hormonal health, and family-forming benefit.
