Private Client Adviser – Inside Sales (CFA Level 1 or Above Required) Join Fisher Investments as a Private Client Adviser - Inside Sales. As a financial professional with a CFA Level 1 or above, you will engage with high-net-worth individuals in Canada who have expressed interest in Fisher Investments. Overview : Take advantage of our well-defined promotion opportunities with qualified leads and no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put clients first and better the investment universe. The Opportunity : You will be supported by a dedicated team providing sales support, client service, marketing, research, and more. You will report to the Inside Sales Manager who will ensure you have the training and resources to succeed. This in-office job is located in Camas, WA. The Day-to-Day : Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situations and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management No travel required, as this position focuses on phone-based sales or virtual connections Your Qualifications : 2+ years of experience working in financial services CFA (at least Level 1 passed) and 24 months of portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation : Commission/variable pay-based position with a $100,000 - $0 base salary range and a gradual step-down; compensation includes a percentage of estimated first-year management fees plus trailers for new business closed This role offers uncapped performance-based compensation Why Fisher Investments : We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. We invest in our employees by offering exceptional benefits, including: 100% paid medical, dental, and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs, including 8-week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
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