Canada Private Client Adviser — Inside Sales (CFA)
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Fisher Investments in Plano, TX is seeking a Private Client Adviser – Inside Sales to engage with high-net-worth Canadian clients by phone. You will review client situations and offer investment solutions as part of a dedicated team, with comprehensive training and no cold calling. The role emphasizes phone-based sales and client service, with promotion opportunities and an emphasis on personal finance knowledge, portfolio management, and ongoing professional development within a global, #J-18808-Ljbffr Jobtome
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Canada Private Client Adviser — Inside Sales (CFA) in Grand Prairie, TX vacancy
$10k
...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...Private clientWork at office- ...at a scale that works for our clients, with highly experienced bankers... ...with at least five years in private banking preferred. Required... ...related field Preferred: MBA, CFA or CFP Minimum seven years... ...or families Prior sales experience preferred Ability...Private clientImmediate startDay shift
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Dallas, TX11 hours ago
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