Private Client Adviser - Inside Sales (CFA Level 1 or Above Required)

Company: Fisher Investments
Location: Plano
Posted on: April 13, 2025

Job Description:

Private Client Adviser - Inside Sales (CFA Level 1 or Above Required) at Fisher Investments summary:
As a Private Client Adviser in Inside Sales, you will engage with high-net-worth individuals over the phone, leveraging your CFA qualifications to provide tailored investment solutions. You will receive strong support from a dedicated team as you work to convert prospects into clients. This role emphasizes a collaborative sales environment with no cold calling, focusing on nurturing qualified leads.
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. -The Opportunity: -You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. -The Day-to-Day:

• Be the voice of Fisher Investments to prospective Canadian clients
• Review prospects' personal financial situation 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 is focused on phone-based sales or virtual connectionsYour Qualifications:
  • 2+ years experience working in financial services
  • CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
  • Bachelor's degree
  • Multi-year track record of success
  • Success persuading and educating prospectsCompensation:
    • This role offers uncapped performance-based compensationWhy Fisher Investments: -We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
      • 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
        
        Keywords:
        Private Client Adviser, Inside Sales, Financial Services, CFA Level 1, Investment Solutions, High-Net-Worth Clients, Phone Sales, Client Engagement, Sales Support, Portfolio Management
        

Keywords: Fisher Investments, DeSoto , Private Client Adviser - Inside Sales (CFA Level 1 or Above Required), Sales , Plano, Texas